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

SpaceX IPO Exposure: Which ETFs, Mutual Funds Own Biggest Share Of Elon Musk's Space Giant?

SpaceX has filed its paperwork to go public, with an offering likely valuing the Elon Musk-founded space company at $1.75 trillion or more. Investors looking to get access to SpaceX stock ahead of the IPO have several options from public companies, mutual funds and ETFs.

Benzinga • May 28, 2026

A Cheap Dividend Yielding 10%+ Hiding In Plain Sight

There's a clear “disconnect” happening in the US economy right now. And most investors are on the wrong side of it, missing this cheap dividend.

Forbes • May 26, 2026

Liberty All-Star® Equity Fund April 2026 Monthly Update

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

Business Wire • May 15, 2026

Liberty All-Star® Equity Fund March 2026 Monthly Update

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

Business Wire • Apr 14, 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 $0.15 per share payable on June 1, 2026 to shareholders of record on April 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 paid.

Business Wire • Apr 6, 2026

USA: Discount Opens Up, Creating A 'Buy' Opportunity (Upgrade)

Liberty All-Star Equity Fund now trades at a nearly 10% discount to NAV, reversing its prior premium level that it had started to trade at regularly. USA's largest allocation is tilted toward tech, with Magnificent 7 names in the top 10, which has pressured performance versus more value-oriented peers like GAB recently. The fund's managed 10% distribution policy is mostly funded by capital gains, with minimal net investment income due to low-yield tech holdings.

Seeking Alpha • Mar 30, 2026