Liberty All-Star Equity Fund

$5.75+0.35%(+$0.02)
TickerSpark Score
52/100
Mixed
60
Valuation
90
Profitability
10
Growth
48
Health
50
Momentum

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52-Week Range22% of range
Low $5.40
Current $5.75
High $6.96

Companywww.all-starfunds.com/fundfacts-usa.php

Liberty 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. It invests in the public equity markets of the United States.

CEO
Howard Roy Gleicher
IPO
1986
HQ
Denver, CO, US

Price Chart

-14.20% · this period
$6.94$6.18$5.41May 20Nov 18May 20

Valuation

Market Cap
$1.69B
P/E
10.33
P/S
12.37
P/B
0.84
EV/EBITDA
36.22
Div Yield
11.83%

Profitability

Gross Margin
93.57%
Op Margin
42.51%
Net Margin
122.55%
ROE
8.12%
ROIC
2.65%

Growth & Income

Revenue
$199.72M · -8.70%
Net Income
$167.90M · -34.24%
EPS
$0.56 · -38.46%
Op Income
$167.89M
FCF YoY
0.00%

Performance & Tape

52W High
$6.96
52W Low
$5.40
50D MA
$5.72
200D MA
$6.13
Beta
0.98
Avg Volume
1.15M

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Recent Insider Transactions

DateInsiderTypeShares
May 8, 26MILAS ROBERTbuy1,700
Dec 31, 25MILAS ROBERTother0
Dec 31, 25Irvin Milton Mother0
Dec 31, 25HALEY MARK Tother0
Feb 6, 26Rettinger Erichbuy350
Dec 30, 25HALEY MARK Tbuy1,600
Nov 21, 25Khwaja-Dixon Sareenabuy500
Oct 1, 25HALEY MARK Tbuy1,000
Sep 9, 25HALEY MARK Tbuy1,500
May 19, 25MILAS ROBERTbuy1,500

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