(USA) Liberty All Star Equity - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US5301581048 • Large Growth

USA: Stocks, Bonds, Real Estate, Commodities, Currencies

The Liberty All Star Equity Closed Fund, listed on the New York Stock Exchange (NYSE) under the ticker symbol USA, is a type of investment fund that specifically focuses on large growth stocks. This style of fund typically invests in established companies that have a history of growth and are expected to continue growing at an above-average rate compared to other stocks. The fund's ISIN, or International Securities Identification Number, is US5301581048, which is a unique identifier used to distinguish it from other securities worldwide.

As a large growth fund, the Liberty All Star Equity Closed Fund likely targets companies with large market capitalizations, typically over $10 billion, that have demonstrated strong growth potential. These companies are often industry leaders with proven track records of innovation, solid financials, and competitive advantages that enable them to expand their market share and increase their revenues and profits over time. The fund's investment strategy may involve a combination of quantitative and qualitative analysis to identify the most promising large growth stocks and construct a diversified portfolio that aims to maximize returns for its investors.

The closed-end structure of the Liberty All Star Equity Closed Fund means that it issues a fixed number of shares through an initial public offering (IPO), and thereafter, its shares are traded on a stock exchange like any other security. This structure can provide the fund with a stable source of capital, allowing its managers to take a long-term approach to investing without worrying about frequent redemptions or the need to maintain a high level of liquidity. The fund's managers can focus on selecting a portfolio of large growth stocks that have the potential to deliver strong performance over the long term, rather than being forced to make short-term decisions based on market fluctuations or investor redemption requests.

Additional Sources for USA Fund

USA Fund Overview

Market Cap in USD 1,753m
Style Large Growth
TER 1.01%
IPO / Inception

USA Fund Ratings

Growth 5y 63.2%
Fundamental -
Dividend 74.9%
Rel. Strength Industry -5.19
Analysts -
Fair Price Momentum 7.01 USD
Fair Price DCF -

USA Dividends

Dividend Yield 12m 10.44%
Yield on Cost 5y 17.75%
Annual Growth 5y 2.42%
Payout Consistency 91.9%

USA Growth Ratios

Growth Correlation 3m -0.5%
Growth Correlation 12m 90.2%
Growth Correlation 5y 69.5%
CAGR 5y 11.86%
CAGR/Max DD 5y 0.27
Sharpe Ratio 12m 0.83
Alpha -1.65
Beta 0.86
Volatility 13.62%
Current Volume 592.9k
Average Volume 20d 587.9k
What is the price of USA stocks?
As of February 22, 2025, the stock is trading at USD 7.01 with a total of 592,924 shares traded.
Over the past week, the price has changed by -0.85%, over one month by -1.14%, over three months by -0.18% and over the past year by +17.89%.
Is Liberty All Star Equity a good stock to buy?
Yes. Based on ValueRay Analyses, Liberty All Star Equity (NYSE:USA) is currently (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 63.23 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of USA as of February 2025 is 7.01. This means that USA is currently overvalued and has a potential downside of 0%.
Is USA a buy, sell or hold?
Liberty All Star Equity has no consensus analysts rating.
What are the forecast for USA stock price target?
According to ValueRays Forecast Model, USA Liberty All Star Equity will be worth about 8.4 in February 2026. The stock is currently trading at 7.01. This means that the stock has a potential upside of +19.97%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 8.4 20%