profit from every $100 of sales.
$0$100
Liberty All-Star Equity Fund
$5.89+0.68% today
-5.6% in 1 year
1-year low $5.411-year high $6.40
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2023 to 2025.
0%20% a year
You pay $10.81 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Liberty All-Star Equity Fund sold, what it kept, and what it did with the cash.
Sales went from -$408 million in 2022 to $173 million in 2025, with $168 million of profit last year.
SalesProfit
Liberty All-Star Equity Fund vs. similar companies
Liberty All-Star Equity Fund grows the slowest of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Liberty All-Star Equity Fund | 10.8× · Cheap | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads Liberty All-Star Equity Fund's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -408 | 401 | 260 | 173 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| -412 | 397 | 255 | 168 | |
| -1.61 | 1.46 | 0.91 | – | |
| – | – | – | – | |
| – | – | – | – | |
| 101.0% | 99.0% | 98.2% | 97.2% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 1,594 | 1,892 | 2,048 | 2,201 |
| Cash | – | – | – | 0 |
| Total debt | – | – | – | – |
| Total liabilities | 28 | 25 | 41 | 139 |
| 1,566 | 1,867 | 2,007 | 2,062 | |
| 256 | 272 | 281 | – | |
| – | – | – | – | |
| -26.3% | 21.2% | 12.7% | 8.1% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| Dividends paid | – | – | – | – |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 10.8×
- –
- –
- 0.9×
- 10.5×
- –
- –
- 0.0%
- 9.2%
- 11.6%
Profitability
- 93.6%
- 42.5%
- 97.2%
- 36.3%
- 2.6%
- 6.7%
- 8.1%
- 7.6%
- 2.8%
- –
Growth
- −34.4%
- –
- –
- +1.5%
- +7.9%
Financial health
- 2.2×
- 0.05
- 4.9%
- –
- 1.66
- 1.66
- 0.06
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 38%of 688
Top 19%of 540
Top 34%of 900
Bottom 4%of 908
Bottom 27%of 941
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Dec 31, 2025 | 0.17 | – | – |
| Sep 1, 2025 | 0.40 | – | – |
| May 17, 2025 | 0.28 | – | – |
| Dec 2, 2024 | 0.62 | – | – |
| Apr 30, 2024 | 0.64 | – | – |
| Dec 4, 2023 | 0.82 | – | – |
| Mar 31, 2023 | 0.08 | – | – |
| Sep 26, 2022 | -0.87 | – | – |
11.6%of the share price, paid each year
On $1,000 invested$116a year at today's yield, before tax
+1.5%2020 to 2025
Raised–not every year
Paid per share, each year
$0.51 in 2015 → $0.67 in 2025
How safe it looks
0.0% of its profit
Room to growStretchedMore than it earnsNews
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Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
2/7Passes 2 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
39No pass
Benjamin Graham
74Pass
Philip Fisher
59No pass
Peter Lynch
61Pass
Joel Greenblatt
25No pass
Charlie Munger
49No pass
Terry Smith
39No pass
Questions about Liberty All-Star Equity Fund
Is Liberty All-Star Equity Fund a good stock to buy?
A strong, very profitable business, and the price looks low. 2 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Liberty All-Star Equity Fund AI analysis
What does Liberty All-Star Equity Fund do?
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. It is in Asset Management.
Does Liberty All-Star Equity Fund pay a dividend?
Yes. At today's price the dividend is 11.6% a year.
Is Liberty All-Star Equity Fund stock halal?
Yes. Liberty All-Star Equity Fund passes our halal screen: its business is permitted and its debt is 0% of its market value, under the 30% limit. How we check
How has Liberty All-Star Equity Fund stock done over the past year?
Down 5.6% over the past twelve months, to $5.89. It traded between $5.41 and $6.40 and is 8.0% below its high.
Who are Liberty All-Star Equity Fund's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Liberty All-Star Equity Fund's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.