Liberty All-Star Equity Fund

Liberty All-Star Equity Fundverified

USA

Price:

$6.975

Market Cap:

$1.97B

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Inde...[Read more]

Industry

Asset Management

IPO Date

1986-10-24

Stock Exchange

NYSE

Ticker

USA

The Enterprise Value as of September 2024 (TTM) for Liberty All-Star Equity Fund (USA) is 2.07B

According to Liberty All-Star Equity Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 2.07B. This represents a change of 13.53% compared to the average of 1.82B of the last 4 quarters.

Liberty All-Star Equity Fund (USA) Historical Enterprise Value (quarterly & annually)

How has USA Enterprise Value performed in the past?

The mean historical Enterprise Value of Liberty All-Star Equity Fund over the last ten years is 1.35B. The current 2.07B Enterprise Value has changed 15.17% with respect to the historical average. Over the past ten years (40 quarters), USA's Enterprise Value was at its highest in in the September 2021 quarter at 2.19B. The Enterprise Value was at its lowest in in the March 2016 quarter at 954.36M.

Quarterly (TTM)
Annual

Average

1.35B

Median

1.31B

Minimum

986.87M

Maximum

1.85B

Liberty All-Star Equity Fund (USA) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Liberty All-Star Equity Fund Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 28.46%

Maximum Annual Enterprise Value = 1.85B

Minimum Annual Increase = -18.94%

Minimum Annual Enterprise Value = 986.87M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20231.80B19.58%
20221.50B-18.94%
20211.85B17.24%
20201.58B12.56%
20191.40B28.46%
20181.09B-10.11%
20171.22B23.24%
2016986.87M-3.06%
20151.02B-6.28%
20141.09B3.72%

Liberty All-Star Equity Fund (USA) Average Enterprise Value

How has USA Enterprise Value performed in the past?

The current Enterprise Value of Liberty All-Star Equity Fund (USA) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

1.72B

5-year avg

1.63B

10-year avg

1.35B

Liberty All-Star Equity Fund (USA) Enterprise Value vs. Peers

How is USA’s Enterprise Value compared to its peers?

Liberty All-Star Equity Fund’s Enterprise Value is less than Adams Diversified Equity Fund, Inc. (2.63B), greater than BlackRock Science and Technology Trust II (1.44B), greater than Virtus Artificial Intelligence & Technology Opportunities Fund (833.30M), greater than Royce Value Trust Inc. (1.78B), greater than PIMCO Energy and Tactical Credit Opportunities Fund (1.06B), greater than Neuberger Berman Next Generation Connectivity Fund Inc. (961.07M), greater than DoubleLine Yield Opportunities Fund (980.90M), greater than Highland Global Allocation Fund (174.28M), greater than DoubleLine Income Solutions Fund (1.70B), less than Carlyle Secured Lending, Inc. (0), greater than Sixth Street Specialty Lending, Inc. (1.71B), less than Hercules Capital, Inc. (3.62B), less than BlackRock TCP Capital Corp. (4.90B), greater than Trinity Capital Inc. (1.86B), greater than Cohen & Steers REIT and Preferred Income Fund, Inc. (1.47B), greater than Cohen & Steers Infrastructure Fund, Inc (1.61B), less than Cohen & Steers Total Return Realty Fund, Inc. (3.43B), greater than Reaves Utility Income Fund (353.97M), less than BlackRock Science and Technology Trust (3.01B), greater than null (1.20B),

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Frequently asked questions❓

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