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BOSTON, Dec. 13, 2024 /PRNewswire/ -- Below is the November 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, November 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, Nov. 14, 2024 /PRNewswire/ -- Below is the October 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, October 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, Nov. 4, 2024 /PRNewswire/ -- The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.18 per share payable on January 2, 2025 to shareholders of record on November 15, 2024. This distribution is in accordance with the Fund's current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distributions in 2024 for tax reporting purposes, including the percentage of qualified dividend income, will be made after year-end.
BOSTON, Oct. 11, 2024 /PRNewswire/ -- Below is the September 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, September 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, Sept. 18, 2024 /PRNewswire/ -- Below is the August 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, August 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, Aug. 14, 2024 /PRNewswire/ -- Below is the July 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, July 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, July 17, 2024 /PRNewswire/ -- Below is the June 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, June 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
BOSTON, July 8, 2024 /PRNewswire/ --The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.18 per share payable on September 3, 2024 to shareholders of record on July 19, 2024. This distribution is in accordance with the Fund's current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distributions in 2024 for tax reporting purposes, including the percentage of qualified dividend income, will be made after year-end.
BOSTON, June 14, 2024 /PRNewswire/ -- Below is the May 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA).
Liberty All-Star Equity FundTicker: USAMonthly Update, May 2024
Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.
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 FundTicker: USA Monthly Update, April, 2024
Investment Approach: Fund Style: Large-Cap Core Fund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles.