Financial Services

Liberty All-Star Equity Fund(USA)

Fund

Live Price

Offline

$5.80

+0.87% today

1Y Change

-10.70%

Window

Jun 20, 2025 → May 29, 2026

Market Cap: $1.72B
Dividend Yield: 11.7%
50-Day Avg: —
Exchange: NYSE

Coverage: 237 bars · Jun 20, 2025 → May 29, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Liberty All-Star Equity Fund (USA) is a fund with a market cap of $1.72B and listed on NYSE. The fund last traded around $5.80 and down 10.7% across the available one-year price window (Jun 20, 2025 → May 29, 2026). Baseline metrics include a dividend yield of 11.7%. Valuation already assumes a fairly strong business story at P/E 10.5 and price/sales 12.5. Stock Foundry combines USA price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

USA

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Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

USA Max Drawdown

-22.05%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for USA and SPY.

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We do not have analyst estimates for USA yet. Once the upstream feed includes this ticker, the outlook cards and table will light up automatically.

Next Step

Put consensus data in context

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