NYSE | FUND
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.
The fund seeks to invest in stocks of companies operating across diversified sectors.
It primarily invests in value and growth stocks of large cap companies.
The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index.
Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.
Top 20 Holdings
| Name | Weight |
|---|---|
| Amazon.com Inc | 2.47% |
| Alphabet Inc Class C | 2.11% |
| Microsoft Corp | 1.89% |
| Visa Inc Class A | 1.80% |
| UnitedHealth Group Inc | 1.73% |
| Danaher Corp | 1.44% |
| Adobe Inc | 1.44% |
| S&P Global Inc | 1.37% |
| Sony Group Corp ADR | 1.34% |
| Salesforce Inc | 1.33% |
| PayPal Holdings Inc | 1.26% |
| Berkshire Hathaway Inc Class B | 1.25% |
| Charles Schwab Corp | 1.25% |
| NVIDIA Corp | 1.19% |
| Fresenius Medical Care AG & Co. KGaA ADR | 1.13% |
| ServiceNow Inc | 1.07% |
| Capital One Financial Corp | 1.07% |
| American International Group Inc | 1.00% |
| Booking Holdings Inc | 1.00% |
| Dollar General Corp | 0.98% |