USA
Price:
$5.74
Market Cap:
$1.73B
The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. The fund's strategy involves allocating capital to public companies within the United States, specifically targeting a diverse array of sectors. Its primary focus is on large-capitalization stocks, embracing both value and growth investment philosophies. To assess its performance, the fund compares its portfolio against t...[Read more]
Industry
Asset Management
IPO Date
1986-10-24
Stock Exchange
NYSE
Ticker
USA
According to Liberty All-Star Equity Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 1.84B. This represents a change of -8.00% compared to the average of 2.00B of the last 4 quarters.
The mean historical Enterprise Value of Liberty All-Star Equity Fund over the last ten years is 1.52B. The current 1.84B Enterprise Value has changed 12.01% with respect to the historical average. Over the past ten years (40 quarters), USA's Enterprise Value was at its highest in in the December 2021 quarter at 4.26B. The Enterprise Value was at its lowest in in the June 2012 quarter at 0.
Average
1.52B
Median
1.51B
Minimum
986.87M
Maximum
1.99B
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 = 1.99B
Minimum Annual Increase = -18.94%
Minimum Annual Enterprise Value = 986.87M
| Year | Enterprise Value | Change |
|---|---|---|
| 2025 | 1.99B | 1.57% |
| 2024 | 1.96B | 18.53% |
| 2023 | 1.65B | 10.06% |
| 2022 | 1.50B | -18.94% |
| 2021 | 1.85B | 21.74% |
| 2020 | 1.52B | 8.40% |
| 2019 | 1.40B | 28.46% |
| 2018 | 1.09B | -10.11% |
| 2017 | 1.22B | 23.24% |
| 2016 | 986.87M | -3.06% |
The current Enterprise Value of Liberty All-Star Equity Fund (USA) is less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
1.87B
5-year avg
1.79B
10-year avg
1.52B
Liberty All-Star Equity Fund’s Enterprise Value is less than Pimco Dynamic Income Opportunities Fund (2.85B), greater than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (1.73B), greater than SRH Total Return Fund, Inc. (1.66B), less than Kayne Anderson Energy Infrastructure Fund, Inc. (2.79B), greater than John Hancock Classic Value Fund (0), greater than Royce Pennsylvania Mutual Fund (0), less than Nuveen Municipal Value Fund, Inc. (2.01B), greater than Brandes International Equity Fund (0), greater than Pear Tree Polaris Foreign Value Fund (0),
| Company | Enterprise Value | Market cap |
|---|---|---|
| 2.85B | $1.83B | |
| 1.73B | $1.73B | |
| 1.66B | $1.44B | |
| 2.79B | $2.38B | |
| 0 | $1.48B | |
| 0 | $2.02B | |
| 2.01B | $1.89B | |
| 0 | $2.69B | |
| 0 | $1.55B |
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What is the Enterprise Value?
How can you use the Enterprise Value?
What is Liberty All-Star Equity Fund's Enterprise Value?
What is the highest Enterprise Value for Liberty All-Star Equity Fund (USA)?
What is the 3-year average Enterprise Value for Liberty All-Star Equity Fund (USA)?
What is the 5-year average Enterprise Value for Liberty All-Star Equity Fund (USA)?
How does the current Enterprise Value for Liberty All-Star Equity Fund (USA) compare to its historical average?