Liberty All Star Equity Fund

Liberty All Star Equity Fund operates as a diversified, closed-end management investment company. It seeks total investment return comprised of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. The company was founded on October 31, 1986 and is headquartered in Denver, CO.

The Liberty All-Star Equity Fund is a closed-end fund operating for nearly 40 years. USA's portfolio is diversified and primarily focused on large and mega-cap companies located in the United States. Today, we explore USA's distribution and understand where this closed end fund might fit into a portfolio.

USA: Understanding Where This High Yield CEF Fits In Your Portfolio

SHAKOPEE, Minn.--(BUSINESS WIRE)-- #CyberPower--CRN publication named Lauren Gottsacker, channel account manager at CyberPower, to its 2024 Women of the Channel list.

Lauren Gottsacker of CyberPower Recognized on CRN'S 2024 Women of the Channel List

AutoZone

ArrowMark Financial

BlackRock Enhanced Capital and Income Fund

Discover

Eaton Vance Enhanced Equity Income Fund II

Essent Group

Eaton Vance Tax-Advantaged Global Dividend Income Fund

India Fund Inc

Barings Participation Investors

Neuberger Berman MLP Income Fund, Inc.

LMP Capital and Income Fund

Steel Dynamics

U.S. Bancorp

Williams-Sonoma

XAI Octagon Floating Rate & Alternative Income Term Trust

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For A 10% Yield (May 2024)

BOSTON , May 14, 2024 /PRNewswire/ -- Below is the April 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA          Monthly Update, April, 2024 Investment Approach:          Fund Style: Large-Cap Core   Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund April 2024 Monthly Update

Liberty All-Star Equity fund has had a total return of 55% since September 2020, nearly keeping up with the S&P 500. Liberty All-Star Growth fund, meanwhile, has lagged, with a return of just 2.95% during the same period. The USA CEF has paid 43% in cumulative distributions, while ASG has paid 32.7%, but most of that income was discounted in its total return.

USA: 10% Yield On Value And Growth

SHAKOPEE, Minn.--(BUSINESS WIRE)-- #CanadianIT--CyberPower kicks off its third and final Canadian Transistor Tech Tour on May 15, 2024. Follow the tour on social at #TechTour2024.

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Barings Corporate Investors

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns.

5 Best CEFs This Month For A 9% Yield (April 2024)

StoneBridge Acquisition Corp

LOS ANGELES--(BUSINESS WIRE)--Resecurity (USA), a global cybersecurity solutions provider protecting major Fortune 100 corporations and government agencies worldwide, proudly unveils its latest consumer protection offering tailored for the Filipino market: Identity Protection solution. The support of new geographical region fully compliant with Data Privacy Act (“DPA”) will positively impact the Philippines digital transformation landscape, becoming the first solution on the market to protect F.

Resecurity Introduces Digital Identity Protection Solution to Safeguard Consumers in the Philippines

BOSTON , April 12, 2024 /PRNewswire/ -- Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA Monthly Update, March, 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund March 2024 Monthly Update

LOS ANGELES--(BUSINESS WIRE)--Resecurity (USA), a global cybersecurity solutions provider protecting major Fortune 100 corporations and government agencies worldwide, is honored to announce it has been awarded the top recognition from Security Today's GOVIES Government Security Awards 2024 in the Risk Analysis category. The awards celebrate outstanding government security products and are selected by an independent panel of judges based on criteria including features, innovation, user friendlin.

Resecurity Wins GOVIES Government Security Award 2024 for Risk Analysis

Energy Transfer LP Unit

Golub Capital BDC

Modiv

Nuveen AMT-Free Quality Municipal Income Fund

Realty Income Corp

Reaves Utility Income Fund

Once you reach the age of 73, there's no getting around Required Minimum Distributions (RMDs). Yet while there's no getting around making this compulsory withdrawal from your 401(k) or IRA, consider investing it rather than spending it.

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Liberty All-Star Equity Fund is a closed-end fund that primarily invests in a diversified portfolio of large-cap growth and value stocks, mainly in the U.S. market. USA is a fairly old fund with more than three decades of history. Since its inception, it has nearly matched the performance of the S&P 500 index if all distributions were reinvested. We believe the fund offers wide exposure to the broader U.S. market with large-cap core holdings and a good mix of growth and value. Overall, it is a very attractive fund for income investors.

USA: A Very Attractive Fund For Income Investors With A 9.5% Yield

Apple

Broadcom

Enterprise Products Partners

Eaton Vance Tax-Managed Diversified Equity Income Fund

Morgan Stanley India Investment Fund Inc

Microsoft

ONEOK

Oxford Lane Capital

PIMCO Dynamic Income Strategy Fund

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For 8.5% Yield (March 2024)

Popularity doesn't always equal suitability - stop buying something distasteful, just because everyone is talking about it. We compare the retirement suitability of the index Vanguard S&P 500 ETF, the popular Schwab U.S. Dividend Equity ETF™, and our time-tested favorite, Liberty All-Star Equity. Read on to find out which one sustainably supports a retiree's needs.

Forget SCHD - Buy USA For Big Income

BOSTON , March 13, 2024 /PRNewswire/ -- Below is the February 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA               Monthly Update, February, 2024 Investment Approach:          Fund Style: Large-Cap Core  Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund February 2024 Monthly Update

Calamos Dynamic Convertible & Income Fund

Virtus InfraCap U.S. Preferred Stock ETF

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Automatic Data Processing

Bristol-Myers

BlackRock Science & Technology

Crown Castle International

Calamos Convertible Opportunities And Income Fund

Deere & Company

Enbridge

SPDR Gold Trust

abrdn Healthcare Investors 

Mastercard

Main Street Capital

MPLX

PIMCO Dynamic Income Fund

PepsiCo

Invesco QQQ

Cohen & Steers Reit And Preferred Income Fund Inc

iShares 20+ Year Treasury Bond ETF

Cohen & Steers Infrastructure Fund Inc

Visa

Verizon

The Near Perfect Portfolio Strategy provides SWAN-like attributes and aims to meet income and growth goals while minimizing volatility and drawdowns. The strategy consists of three buckets: Dividend Growth Investing, High Income (CEF investing), and Hedging (Rotational bucket). Backtesting results over 17 years show that the strategy has the potential to outperform the S&P 500, with lower drawdowns and volatility.

How To Invest In A SWAN Portfolio: The Near Perfect Portfolio Strategy

BlackRock Resources & Commodities Strategy Trust

Central Securities

Allspring Global Dividend Opportunity Fund

5 Best CEFs This Month For 9% Plus Yield (February 2024)

Liberty All-Star Equity CEF offers a high distribution yield and a total return nearing 200% over the last 5 years. The fund's portfolio is diverse, with a focus on US equity markets. The fund has exposure to top-tier companies like Microsoft, NVIDIA, and Amazon. The current price of the fund is trading at a discount to NAV, making it an attractive entry point for investors.

USA: Top Tier CEF For Consistent Income Generation

BOSTON , Feb. 13, 2024 /PRNewswire/ -- Below is the January 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA Monthly Update, January, 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund January 2024 Monthly Update

Liberty All-Star Growth Fund

Aberdeen Standard Global Infr Inc Fd

Blackstone Strategic Credit Fund

Blackrock Long-Term Municipal Advantage Trust

BNY Mellon Municipal Income, Inc. 

Eagle Point Credit

Eagle Point Credit Company Inc - 6.6875% NT REDEEM 30/04/2028 USD 25

Clough Global Dividend and Income Fund

MainStay CBRE Global Infrastructure Megatrends Fund

Nuveen Build America Bond Fund

Nuveen Municipal High Income Opportunity Fund

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Opportunities Fund

PIMCO Income Strategy Fund II

Brookfield Real Assets Income Fund

Western Asset Premier Bond Fund

Macro markets saw positive movement, with the S&P 500 up 1.81% and bonds performing well. The PPI report offset slightly hot CPI, leaving uncertainty about how the Fed will respond to rising inflation figures. PIMCO Corp & Inc Strat (PCN), a fund I've been high on for some time, has gone parabolic. There was a recommendation from a Seeking Alpha author that likely drove.

CEF Weekly Commentary | Swap Some MAIN Bonds?

BOSTON , Jan. 12, 2024 /PRNewswire/ -- Below is the December 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA               Monthly Update, December, 2023 Investment Approach:          Fund Style: Large-Cap Core                                                                          Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund December 2023 Monthly Update

The Liberty All-Star Equity Fund is a popular closed-end fund for retired investors due to its prudent management structure, responsible distribution policy, and transparency. However, investors may consider alternative options that offer more efficiency and flexibility, such as the Vanguard Total Stock Market Index Fund ETF. VTI has outperformed USA over the past ten years and has a lower expense ratio, making it a potentially better choice for investors looking to recreate USA's high yield strategy.

USA: Why You Should Skip This Fund And What To Buy Instead

Royce Value Trust

It's a new year, start it off with great income resolutions. We give two great ideas to get your portfolio started. Two unique resolutions to change how you invest your money forever.

New Year, New Income Resolutions

The article analyzes the performance, valuations, dividend yields, and holdings of the Liberty All-Star Equity Fund (USA) and Liberty All-Star Growth Fund (ASG). USA has a deep 5% discount, and ASG has an ~8% discount . USA has a dividend yield of 9.40%, while ASG has a yield of 7.58% and a 5-year growth rate of 6.78%.

USA: 9% Yield, Growth And Value, 5% Discount - 2024 Pick Along With ASG

News for Liberty All Star Equity Fund ETF (USA)