Liberty All-Star Equity Fund Isn't An All-Star [Seeking Alpha]
Liberty All-Star Equity Fund (USA)
US:NYSE Investor Relations:
all-starfunds.com
Company Research
Source: Seeking Alpha
Liberty All-Star Equity Fund Isn't An All-Star Summary The All-Star Fund is a unique ETF composed of five different portfolios all managed separately. The large number of managers and holdings means the fund is starting to resemble an index. Finally, the fund's unique distribution policy makes it generally unsuitable for taxable accounts. Although the Liberty All-Star Equity Fund (NYSE: USA (Graphic source: All-Star Fund website ) One of our main concerns about this fund, or any portfolio containing a large amount of diversified mutual funds, is that at some point you end up owning the index. One manager may be overweight one sector, another overweight a different sector, and soon everything cancels each other out and your portfolio just resembles an index fund albeit with higher expenses. Indeed, the fund has 158 holdings or about one third of the entire S&P 500 index. At first glance, the All-Star Fund looks like it might be an exception. Looking at the top holdings shows that the u
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News
- Liberty All-Star Equity Fund March 2024 Monthly UpdatePR Newswire
- Liberty All-Star® Equity Fund Declares DistributionPR Newswire
- Liberty All-Star Equity Fund February 2024 Monthly UpdatePR Newswire
- Dividend Investors Can Cash In On AI With 10%+ Yields [Forbes]Forbes
- Liberty All-Star Equity Fund January 2024 Monthly UpdatePR Newswire
USA
Sec Filings
- 4/25/24 - Form N-CEN/A
- 3/26/24 - Form 4
- 3/13/24 - Form N-CEN
- USA's page on the SEC website