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Posted by
Two Blokes Jun 15 -
Filed in
Stock
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Liberty All-Star Equity Fund offers high income (nearly 9% yield) via a managed 10% NAV distribution but lags S&P 500 in total returns. The fund is diversified, uses no leverage, and is managed by five sub-advisors blending growth and value styles, with 90% U.S. exposure. USA trades at a slight discount to NAV, but its aggressive payout policy limits NAV growth, especially in prolonged downturns.
