Liberty All-Star Equity Fund (USA)
Financial Services · Asset Management · NYSE
Liberty All-Star Equity Fund revenue & earnings — last 4 fiscal years
| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | $-407.93M | $400.78M | $259.99M | $172.73M |
| Gross profit | — | — | — | — |
| Net income | $-412.16M | $396.58M | $255.33M | $167.90M |
| Net margin | 101.0% | 99.0% | 98.2% | 97.2% |
Source: Liberty All-Star Equity Fund SEC filings (10-K).
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Liberty All-Star Equity Fund financial history by metric
About Liberty All-Star Equity 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.
Liberty All-Star Equity Fund — frequently asked questions
What is Liberty All-Star Equity Fund's revenue?
Liberty All-Star Equity Fund (USA) reported revenue of $172.73M for fiscal year 2025, down 33.6% from the prior year, according to its SEC filings.
Is Liberty All-Star Equity Fund profitable?
Yes. USA earned net income of $167.90M in fiscal 2025, a net margin of 97.2%.
What is USA's P/E ratio?
Liberty All-Star Equity Fund trades at a price-to-earnings ratio of about 10.2 based on the latest data in our nightly-refreshed cache.
How much debt does Liberty All-Star Equity Fund have?
As of fiscal year 2025, USA carried roughly $0 in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Liberty All-Star Equity Fund's market cap?
Liberty All-Star Equity Fund (USA) has a market capitalization of about $1.72B, based on the latest data in our nightly-refreshed cache.
When does Liberty All-Star Equity Fund's fiscal year end?
USA's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
Where does this data come from?
All figures are computed from Liberty All-Star Equity Fund's official SEC filings (10-K and 10-Q), covering 4 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.