USA: Lagging The S&P Is Exactly Why I'm Still Saying Buy

The Liberty All-Star Equity Fund remains a Buy, with a widened discount (~12.3%) enhancing its appeal for long-term income investors. USA's balanced GARP, value, and defensive tilt dampen volatility and preserve NAV, though it lags in narrow tech-led rallies. Recent portfolio drift modestly increases tech and AI exposure while trimming mid-cyclicals, aligning with a higher-rate environment.

Seeking Alpha • 12 hours ago

Liberty All-Star® Equity Fund July 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund July 2026 Monthly Update.

Business Wire • Aug 14, 2026

I Am Buying +10% Yields At Big Discounts To Boost My Income

Income Method practitioners view lower market valuations as a net positive, directly compounding total cash generation via automated monthly dividend reinvestment. Acquiring closed-end vehicles at heavy secondary market discounts to Net Asset Value automatically juices the actual distribution yield on your cash. USA offers a vehicle to capture diversified large-cap equity exposure with a value-tilted mandate.

Seeking Alpha • Jul 26, 2026

Liberty All-Star® Equity Fund June 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund June 2026 Monthly Update.

Business Wire • Jul 15, 2026

The 11.6% Dividend Fueled By America's “Quiet Boom”

As America celebrates its 250th, there's something happening inside its economy that's not getting enough attention.

Forbes • Jul 11, 2026

Liberty All-Star® Equity Fund Declares Distribution

BOSTON--(BUSINESS WIRE)--The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.17 per share payable on August 31, 2026 to shareholders of record on July 16, 2026. This distribution is in accordance with the Fund's current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent. A portion of the distribution may be treated as pai.

Business Wire • Jul 6, 2026

Liberty All-Star® Equity Fund May 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund May 2026 Monthly Update.

Business Wire • Jun 15, 2026

Liberty All-Star® Equity Fund Announces New Portfolio Manager

BOSTON--(BUSINESS WIRE)--The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has appointed Loomis, Sayles & Company, L.P. (“Loomis Sayles”) as one of the Fund's five investment managers effective June 15, 2026 replacing Sustainable Growth Advisers, LP. The investment team at Loomis Sayles, led by Aziz Hamzaogullari, CFA, practices a large capitalization growth investment style which seeks to invest in high-quality businesses with sustainable competitive advantages and profitab.

Business Wire • Jun 12, 2026

USA: Extremely Disappointing Performance (Double Downgrade)

Liberty All-Star Equity Fund (USA) is downgraded to a sell due to persistent NAV underperformance despite strong market rallies. USA's total return lags the S&P 500 and peers, with a 14.7% price drop and 4.5% negative total return over twelve months. The fund's multi-manager approach and 0.91% expense ratio have failed to deliver capital appreciation or resilient payouts.

Seeking Alpha • Jun 9, 2026

Mega Dividends And Growth: Win Big With Up To 11% Yield

Growth darlings prioritize speculative future multiples, while value sectors deliver reliable, current cash flow straight to your wallet. A handful of mega-cap tech firms account for nearly 40% of the entire S&P 500 value. The extreme gap between market-cap weighting and equal weighting matches the absolute apex of the Dot-com bubble.

Seeking Alpha • Jun 7, 2026