...
search icon
  • Apple, Inc AAPL
  • S&P 500 ETF Trust SPDR SPY
  • Alphabet Inc. - Class A Shares GOOGL
  • Microsoft Corporation MSFT
  • Meta Platforms Inc META
  • Netflix, Inc. NFLX
  • Amazon.com Inc. AMZN
  • Spotify Technology SA SPOT
    usa-img

    Liberty All-Star Equity Fund, ETF

    USA

    NYQ

    $6.1

    -$0.12

    (-1.93%)

    Sector: Financial
    Overview Returns Holdings Sector Breakdown FAQs

    Price Chart

    Key Metrics

    Expense Ratio info-icon
    The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.
     0
    Volume info-icon
    This is the total number of shares traded during the most recent trading day.
     1.10M
    Avg Volume info-icon
    This is the average number of shares traded during the most recent 30 days.
     0
    Dividend Yield info-icon
    This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).
     0.01%
    Beta info-icon
    This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.
     0

    About Liberty All-Star Equity Fund, ETF

    Liberty All-Star Equity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek total investment return, comprised of long-term capital appreciation and current income. The Fund seeks its investment objective through investment primarily in a diversified portfolio of equity securities. The Fund invests over 80% of its net assets (plus any borrowings for investment purposes) in equity securities, defined as common stocks and securities convertible into common stocks such as bonds and preferred stocks, and securities having common stock characteristics such as warrants and rights to purchase equity securities (although, as a non-fundamental policy, not more than 20% of the value of the Fund’s total assets may be invested in rights and warrants). The Fund may lend its portfolio securities, write covered call and put options and engage in options and futures strategies. The Fund's investment advisor is ALPS Advisors, Inc. more

    Sector: Financial

    Returns

    Time FrameUSAS&P500
    1-Week Return-2.56%0.24%
    1-Month Return-7.44%-7.32%
    3-Month Return-14.45%-12.05%
    6-Month Return-15.04%-9.73%
    1-Year Return-9.76%5.05%
    3-Year Return-22.09%20.03%
    5-Year Return14.09%83.31%
    10-Year Return4.45%153.54%

    Largest Holdings

    Stock name Ticker Weight
    default-img Microsoft Corp.
    		-
    3.39%
    default-img State Street Institutional US Government Money Market Fund
    		-
    2.73%
    default-img Amazon.com, Inc.
    		-
    2.34%
    default-img NVIDIA Corp.
    		-
    2.25%
    default-img UnitedHealth Group, Inc.
    		-
    2.13%
    default-img Visa, Inc.
    		-
    2.1%
    default-img Alphabet, Inc.
    		-
    2.03%
    default-img ServiceNow, Inc.
    		-
    1.93%
    default-img SP Global, Inc.
    		-
    1.73%
    default-img Adobe, Inc.
    		-
    1.67%

    Sector Breakdown

    Sector Weight
    Information Technology
    		25.46%
    Financials
    		19.20%
    Health care
    		15.25%
    Consumer discretionary
    		10.91%
    Industrials
    		10.75%
    All Others
    		18.43%

    Discover more

    spy-img

    SPDR S&P 500 ETF Trust
    qqq-img

    Invesco QQQ Trust
    vti-img

    Vanguard Total Stock Market Index Fund ETF Shares
    iefa-img

    iShares Core MSCI EAFE ETF
    bnd-img

    Vanguard Total Bond Market Index Fund ETF Shares
    ibit-img

    iShares Bitcoin Trust
    vug-img

    Vanguard Growth Index Fund ETF Shares
    gld-img

    SPDR® Gold Shares
    tlt-img

    iShares 20+ Year Treasury Bond ETF

    FAQs

    What is Liberty All-Star Equity Fund (USA) ETF share price today?

    Liberty All-Star Equity Fund (USA) share price today is $6.1.

    Can Indians buy Liberty All-Star Equity Fund shares?

    Yes, Indians can buy shares of Liberty All-Star Equity Fund (USA) on Vested. To buy USA from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.

    Can Fractional shares of Liberty All-Star Equity Fund be purchased?

    Yes, you can purchase fractional shares of Liberty All-Star Equity Fund (USA) on Vested. You can start investing in Liberty All-Star Equity Fund (USA) with a minimum investment of $1.

    How to invest in Liberty All-Star Equity Fund shares from India?
    • Click on Sign Up or Invest in USA ETF at the top of this page
    • Breeze through our fully digital and secure KYC process and open your US Brokerage account in a few minutes
    • Transfer USD funds to your US Brokerage account and start investing in Liberty All-Star Equity Fund shares
    What is Liberty All-Star Equity Fund's ticker or symbol?

    The stock symbol (or ticker) of Liberty All-Star Equity Fund is USA.

    Can I set up automatic investments (SIP) in Liberty All-Star Equity Fund shares?

    Yes, you can setup SIP in Liberty All-Star Equity Fund shares. Follow the below steps to create the SIP:

    • Sign up on Vested and complete your KYC for US Stocks
    • Transfer funds to your US Stocks account
    • Navigate to USA ticker page and set up your recurring investment
    What is the historical performance of Liberty All-Star Equity Fund ETF?

    Here is the historical performance of USA on the Vested app.

    • 1-Year Return: -9.76%
    • 3-Year Return: -22.09%
    • 5-Year Return: 14.09%
    • 1-Week Return: -2.56%
    • 1-Month Return: -7.44%
    • 3-Month Return: -14.45%

    You can also access the top holdings, the expense ratio, and the sector breakdown for Liberty All-Star Equity Fund on Vested.

    Feedback

    Signup to access all features and start your US investing journey!

    • Open your account in minutes
    • Take your portfolio global, starting at just $1
    Get started

    Add ticker to compare

    Scroll to Top