- What are the top holdings of USA?
- A machine-readable holdings disclosure for Liberty All-Star Equity Fund (USA) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does USA invest in?
- Liberty All-Star Equity Fund (USA) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is USA most exposed to?
- USA's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is USA a US-only fund?
- The country allocation card on this page shows USA's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does USA invest in?
- The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. The fund's strategy involves allocating capital to public companies within the United States, specifically targeting a diverse array of sectors. Its primary focus is on large-capitalization stocks, embracing both value and growth investment philosophies. To assess its performance, the fund compares 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. This U.S.-domiciled fund was established on October 31, 1986.
