Liberty All-Star Equity Fund (USA) — Stock Score Summary

Liberty All-Star Equity Fund (USA) has a MoatMap StockRank of 24/100 based on Quality (31/100), Value (48/100), and Momentum (32/100) factor scores. The current signal is SELL. Liberty All-Star Equity Fund is a diversified closed-end fund. We run a concentrated, high-conviction direct equity book and do not own fund-of-funds or diversified CEFs.

Liberty All-Star Equity Fund is a diversified, closed-end management investment company that aims to provide shareholders with long-term capital appreciation through investments in U.S. large-cap equity securities. The fund employs a multi-manager approach, allocating its assets among several independent investment managers with distinct investment styles (value, growth, and blended). This diversified strategy seeks to outperform its benchmarks by combining complementary management expertise within a single fund structure.

Key Financial Metrics

Price$5.81
Market Cap$1.8B
P/E (TTM)10.38
P/E (Forward)581.00
Price/Book0.85
Return on Equity8.3%
Debt/Equity5.23
Gross Margin100.0%
Operating Margin28.1%
Revenue Growth-9.8%
Dividend Yield11.7%

Liberty All-Star Equity Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Liberty All-Star Equity Fund’s (USA) StockRank?
MoatMap’s StockRank for Liberty All-Star Equity Fund (USA) is 24/100, with a Sell signal. It is a composite of Quality (31), Value (48), and Momentum (32) factor ranks across MoatMap’s 19,000+ stock universe.
Does Liberty All-Star Equity Fund have an economic moat?
Liberty All-Star Equity Fund (USA) has a Quality factor score of 31/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Liberty All-Star Equity Fund a buy, hold, or sell?
MoatMap’s current signal for Liberty All-Star Equity Fund (USA) is Sell, based on a StockRank of 24/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Liberty All-Star Equity Fund in?
Liberty All-Star Equity Fund (USA) operates in the Financial Services sector, specifically the Asset Management industry (United States).