Liberty All-Star Equity Fund
USAFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframeLiberty 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.
Market Cap
—
Beta
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P/E (TTM)
27.05
P/E (Fwd)
—
EPS (TTM)
$0.22
EPS (Fwd)
—
ROE
3.6%
ROA
0.3%
Cash
—
Total Debt
$17.6M
Free CF
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52W Change
-9.0%
Annual Financials
Cash vs Debt
Where USA stands vs its 150-day and 200-day moving averages
As of the August 24, 2026 close, USA finished 6.02% above its 150-day moving average ($5.65) and 6.02% above its 200-day moving average ($5.65). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is USA overbought or oversold?
At the August 24, 2026 close, USA's RSI(14) was 60.5, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Liberty All-Star Equity Fund carries $17.6M in total debt, a figure that investors should evaluate relative to the company's earnings power. Return on equity stands at 3.6%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 0.3% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from -$407.9M to $172.7M.
As with any equity investment, USA carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Liberty All-Star Equity Fund and its sector.