Welcome to our dedicated page for Liberty All-Star Equity news (Ticker: USA), a resource for investors and traders seeking the latest updates and insights on Liberty All-Star Equity stock.
Liberty All-Star Equity Fund (USA) provides investors with comprehensive news coverage and official updates about this multi-managed investment vehicle. Track earnings announcements, portfolio adjustments, and strategic initiatives through our curated collection of press releases and market analyses.
This resource delivers timely updates on the fund's dual focus of income generation and capital appreciation, with insights into sector allocations across financials, technology, healthcare, and other key industries. Access critical information about manager decisions, NAV performance, and diversification strategies in one centralized location.
Our news coverage spans quarterly earnings reports, dividend declarations, risk management updates, and strategic partnership announcements. Bookmark this page for ongoing access to verified information about the fund's performance and market positioning.
The Liberty All-Star Equity Fund (NYSE: USA) released its April 2024 monthly update, highlighting its large-cap core fund strategy. The fund combines three value-style and two growth-style investment managers and holds top stocks like Microsoft, Alphabet, and NVIDIA, making up 34.1% of its equity portfolio.
By month's end, the net asset value (NAV) decreased to $6.69 from $7.21, while the market price dropped from $7.15 to $6.67. Performance for the month showed a -4.71% NAV return and a -4.20% market price return. However, the year-to-date performance remains positive at 4.40% NAV and 10.13% market price.
The fund’s sector allocation includes Information Technology (21.6%) and Financials (21.2%), among others. New holdings include American Water Works and Shopify, while liquidated holdings are Crown Castle and Nike.
Total net assets stand at $1,870.3 million with 99.7% invested in equities.
FAQ
What is the current stock price of Liberty All-Star Equity (USA)?
What is the market cap of Liberty All-Star Equity (USA)?
