Liberty All-Star Equity Fund

Liberty All-Star Equity Fundverified

USA

Price:

$6.13

Market Cap:

$1.81B

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 December 2025 (TTM) for Liberty All-Star Equity Fund (USA) is 1.85B

According to Liberty All-Star Equity Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 1.85B. This represents a change of -3.53% compared to the average of 1.92B 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 1.42B. The current 1.85B Enterprise Value has changed 12.93% 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.

Quarterly (TTM)
Annual

Average

1.42B

Median

1.45B

Minimum

986.87M

Maximum

1.96B

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 = 1.96B

Minimum Annual Increase = -18.94%

Minimum Annual Enterprise Value = 986.87M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20241.96B18.53%
20231.65B10.06%
20221.50B-18.94%
20211.85B21.74%
20201.52B8.40%
20191.40B28.46%
20181.09B-10.11%
20171.22B23.24%
2016986.87M-3.06%
20151.02B-6.28%

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

1.71B

5-year avg

1.70B

10-year avg

1.42B

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 Pimco Dynamic Income Opportunities Fund (2.85B), greater than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (1.67B), greater than SRH Total Return Fund, Inc. (1.66B), less than Kayne Anderson Energy Infrastructure Fund, Inc. (2.49B), greater than John Hancock Classic Value Fund (0), greater than Royce Pennsylvania Mutual Fund (0), less than Nuveen Municipal Value Fund, Inc. (1.97B), greater than Brandes International Equity Fund (0), greater than Pear Tree Polaris Foreign Value Fund (0),

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Frequently asked questions❓

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How does the current Enterprise Value for Liberty All-Star Equity Fund (USA) compare to its historical average?