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Peers: ETB CRF CSQ BST CLM

| Held by: CEFS CEFZ CCEF

Index	-
Market Cap	1.82B
Enterprise Value	-
Income	-
Sales	30.34M
Book/sh	6.84
Cash/sh	-
Dividend Est.	-
Dividend TTM	0.68 (11.54%)
Dividend Ex-Date	Apr 16, 2026
Dividend Gr. 3/5Y	-0.98% 1.24%
Payout	117.13%
Employees	-
IPO	Oct 24, 1986

P/E	10.52
Forward P/E	-
PEG	-
P/S	59.84
P/B	0.86
P/C	-
P/FCF	-
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	-
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	0.56
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	- -
EPS Y/Y TTM	-
Sales Y/Y TTM	-
EPS Q/Q	-39.20%
Sales Q/Q	-9.80%
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	0.09%
Insider Trans	2.26%
Inst Own	18.02%
Inst Trans	-
ROA	-
ROE	-
ROIC	-
Gross Margin	-
Oper. Margin	-
Profit Margin	-
SMA20	2.12%
SMA50	1.87%
SMA200	-2.01%
Trades

Shs Outstand	308.22M
Shs Float	307.94M
Short Float	0.05%
Short Ratio	0.11
Short Interest	0.14M
52W High	6.96 -15.37%
52W Low	5.40 9.07%
Volatility	1.11% 1.30%
ATR (14)	0.08
RSI (14)	59.87
Beta	0.97
Rel Volume	0.96
Avg Volume	1.33M
Volume	1,038,718

Perf Week	1.73%
Perf Month	1.38%
Perf Quarter	4.62%
Perf Half Y	-6.21%
Perf YTD	-6.21%
Perf Year	-13.89%
Perf 3Y	-8.82%
Perf 5Y	-32.69%
Perf 10Y	17.80%
Recom	-
Target Price	-
Prev Close	5.87
Price	5.89
Change	0.34%

Jul-06-26 12:00PM	Liberty All-Star Equity Fund Declares Distribution (Business Wire)
Jun-15-26 12:45PM	Liberty All-Star Equity Fund May 2026 Monthly Update (Business Wire)
Jun-12-26 04:30PM	Liberty All-Star Equity Fund Announces New Portfolio Manager (Business Wire)
May-15-26 11:46AM	Liberty All-Star Equity Fund April 2026 Monthly Update (Business Wire)
Apr-14-26 05:28PM	Liberty All-Star Equity Fund March 2026 Monthly Update (Business Wire)
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Apr-06-26 12:00PM	Liberty All-Star Equity Fund Declares Distribution (Business Wire)
Mar-30-26 06:35AM	Americas Gold and Silver Announces Strong Full-Year 2025 Results and 2026 Guidance with ~30% Annual Production Growth (TMX Newsfile)
06:30AM	Americas Gold and Silver Announces New Major Discoveries in Idaho and Mexico and a Strong 2025 Resource & Reserve Update Including a 19% Year over Year Increase in M&I Mineral Resources and 21% Increase in M&I Grades at Galena (TMX Newsfile)
Mar-23-26 08:49AM	Eric Sprott Announces Changes to His Holdings in Americas Gold and Silver Corporation (TMX Newsfile)
Mar-20-26 07:00AM	Americas Gold and Silver Announces Major Milestone with Addition to the GDXJ Junior Gold Miners Index and Provides Notice of Fourth Quarter 2025 Results and Conference Call (TMX Newsfile)
Mar-13-26 04:09PM	Liberty All-Star Equity Fund February 2026 Monthly Update (Business Wire)
Feb-13-26 07:26PM	Liberty All-Star Equity Fund January 2026 Monthly Update (Business Wire)
Jan-16-26 04:34PM	Liberty All-Star Equity Fund December 2025 Monthly Update (Business Wire)
Jan-12-26 12:00PM	Liberty All-Star Equity Fund Declares Distribution (Business Wire)
Dec-15-25 03:00PM	Liberty All-Star Equity Fund November 2025 Monthly Update (Business Wire)
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Nov-14-25 05:09PM	Liberty All-Star Equity Fund October 2025 Monthly Update (Business Wire)
Nov-03-25 12:00PM	Liberty All-Star Equity Fund Declares Distribution (Business Wire)
Oct-14-25 12:49PM	Liberty All-Star Equity Fund September 2025 Monthly Update (Business Wire)
Sep-12-25 06:54PM	Liberty All-Star Equity Fund August 2025 Monthly Update (Business Wire)
Aug-14-25 06:06PM	Liberty All-Star Equity Fund July 2025 Monthly Update (Business Wire)
Jul-15-25 04:30PM	Agilent Technologies Inc. stock underperforms Tuesday when compared to competitors (MarketWatch)
Jul-14-25 02:19PM	Liberty All-Star Equity Fund June 2025 Monthly Update (Business Wire)
Jul-07-25 12:00PM	Liberty All-Star Equity Fund Declares Distribution (Business Wire)
May-15-25 12:56PM	Liberty All-Star Equity Fund April 2025 Monthly Update (Business Wire)
May-05-25 04:30AM	JCE: Difficult To Recommend This Fund At The Current Price (Seeking Alpha)
May-04-25 08:10AM	ADX: Nearly 10% Yield, Good Discount, And Solid Past Performance (Seeking Alpha)
Apr-19-25 11:38AM	GAM: Tech Exposure Could Mean Short-Term Pain (Seeking Alpha)
Apr-15-25 08:42AM	Liberty All-Star Equity Fund March 2025 Monthly Update (PR Newswire)
Apr-07-25 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Mar-28-25 03:59PM	TBLD: Profit From The Market's Shift Towards Europe With This CEF (Seeking Alpha)
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Mar-14-25 01:01PM	Liberty All-Star Equity Fund February 2025 Monthly Update (PR Newswire)
Feb-14-25 03:35PM	Liberty All-Star Equity Fund January 2025 Monthly Update (PR Newswire)
Jan-14-25 05:54PM	Liberty All-Star Equity Fund December 2024 Monthly Update (PR Newswire)
Jan-13-25 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Dec-13-24 04:21PM	Liberty All-Star Equity Fund November 2024 Monthly Update (PR Newswire)
Nov-14-24 01:59PM	Liberty All-Star Equity Fund October 2024 Monthly Update (PR Newswire)
Nov-04-24 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Oct-11-24 01:28PM	Liberty All-Star Equity Fund September 2024 Monthly Update (PR Newswire)
Sep-18-24 01:00PM	Liberty All-Star Equity Fund August 2024 Monthly Update (PR Newswire)
Aug-14-24 07:44PM	Liberty All-Star Equity Fund July 2024 Monthly Update (PR Newswire)
Jul-17-24 12:40PM	Liberty All-Star Equity Fund June 2024 Monthly Update (PR Newswire)
Jul-08-24 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Jun-14-24 05:30PM	Liberty All-Star Equity Fund May 2024 Monthly Update (PR Newswire)
May-14-24 11:48AM	Liberty All-Star Equity Fund April 2024 Monthly Update (PR Newswire)
Apr-12-24 07:53PM	Liberty All-Star Equity Fund March 2024 Monthly Update (PR Newswire)
Apr-08-24 01:34PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Mar-13-24 01:22PM	Liberty All-Star Equity Fund February 2024 Monthly Update (PR Newswire)
Feb-13-24 06:36PM	Liberty All-Star Equity Fund January 2024 Monthly Update (PR Newswire)
Jan-12-24 06:26PM	Liberty All-Star Equity Fund December 2023 Monthly Update (PR Newswire)
Jan-08-24 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Dec-13-23 01:04PM	Liberty All-Star Equity Fund November 2023 Monthly Update (PR Newswire)
Nov-13-23 01:16PM	Liberty All-Star Equity Fund October 2023 Monthly Update (PR Newswire)
Nov-06-23 12:00PM	Liberty All-Star Equity Fund Declares Distribution (PR Newswire)
Oct-13-23 01:10PM	U.S. Presidential Candidate Corey Stapleton Bows Out of Race (ACCESSWIRE)
Oct-12-23 07:12PM	Liberty All-Star Equity Fund September 2023 Monthly Update (PR Newswire)
Sep-15-23 10:06AM	Liberty All-Star Equity Fund August 2023 Monthly Update (PR Newswire)
Aug-14-23 10:07AM	Liberty All-Star Equity Fund July 2023 Monthly Update (PR Newswire)
Jul-20-23 03:00PM	U.S. Presidential Candidate Corey Stapleton Says China is Not the Enemy (ACCESSWIRE)
Jul-13-23 06:05PM	Liberty All-Star Equity Fund June 2023 Monthly Update (PR Newswire)
Jul-10-23 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Jun-15-23 01:56PM	Liberty All-Star Equity Fund May 2023 Monthly Update (PR Newswire)
May-12-23 07:37PM	Liberty All-Star Equity Fund April 2023 Monthly Update (PR Newswire)
Apr-28-23 10:15AM	U.S. Presidential Candidate Corey Stapleton Announces Third Visit to New Hampshire (ACCESSWIRE)
Apr-14-23 06:34PM	Liberty All-Star Equity Fund March 2023 Monthly Update (PR Newswire)
Apr-10-23 12:49PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Mar-13-23 03:18PM	Liberty All-Star Equity Fund February 2023 Monthly Update (PR Newswire)
Feb-22-23 11:23AM	Liberty All-Star Equity Fund January 2023 Monthly Update (PR Newswire)
Jan-17-23 12:19PM	Liberty All-Star Equity Fund December 2022 Monthly Update (PR Newswire)
Jan-09-23 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Dec-16-22 04:05PM	Liberty All-Star Equity Fund November 2022 Monthly Update (PR Newswire)
Nov-15-22 08:38AM	Liberty All-Star Equity Fund October 2022 Monthly Update (PR Newswire)
Nov-07-22 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Oct-14-22 04:24PM	Liberty All-Star Equity Fund September 2022 Monthly Update (PR Newswire)
Sep-16-22 10:57AM	Liberty All-Star Equity Fund August 2022 Monthly Update (PR Newswire)
Aug-16-22 03:57PM	Liberty All-Star Equity Fund July 2022 Monthly Update (PR Newswire)
Jul-18-22 03:41PM	Liberty All-Star Equity Fund June 2022 Monthly Update (PR Newswire)
Jul-11-22 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Jun-15-22 10:28AM	Liberty All-Star Equity Fund May 2022 Monthly Update (PR Newswire)
May-16-22 12:38PM	Liberty All-Star Equity Fund April 2022 Monthly Update (PR Newswire)
Apr-13-22 06:56PM	Liberty All-Star Equity Fund March 2022 Monthly Update (PR Newswire)
Apr-11-22 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Mar-17-22 08:00PM	Americas Gold and Silver Corporation Reports Full-Year 2021 Results (Business Wire)
Feb-15-22 08:41AM	Liberty All-Star Equity Fund January 2022 Monthly Update (PR Newswire)
Feb-07-22 08:38PM	Doliver Advisors, Lp Buys ProShares Short S&P500, Vanguard Growth ETF, SPDR Dividend ETF, ... (GuruFocus.com)
Jan-26-22 09:38PM	Blue Bell Private Wealth Management, Llc Buys iShares Core S&P 500 ETF, Apple Inc, ... (GuruFocus.com)
Jan-25-22 09:38AM	Portfolio Strategies, Inc. Buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Global X U.S. ... (GuruFocus.com)
Jan-14-22 09:57AM	Liberty All-Star Equity Fund December 2021 Monthly Update (PR Newswire)
Jan-10-22 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Dec-17-21 01:41AM	Liberty All-Star Equity Fund November 2021 Monthly Update (PR Newswire)
Nov-23-21 12:00PM	Liberty All-Star® Equity Fund Announces Results of Rights Offering (PR Newswire)
Nov-13-21 11:42AM	Liberty All-Star Equity Fund October 2021 Monthly Update (PR Newswire)
Nov-08-21 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Oct-15-21 08:39AM	Liberty All-Star Equity Fund September 2021 Monthly Update (PR Newswire)
Oct-05-21 03:00PM	Liberty All-Star® Equity Fund Announces Record Date for Rights Offering (PR Newswire)
Sep-11-21 09:43AM	Liberty All-Star Equity Fund August 2021 Monthly Update (PR Newswire)
Aug-13-21 09:28AM	Liberty All-Star Equity Fund July 2021 Monthly Update (PR Newswire)
Aug-09-21 04:15PM	Liberty All-Star® Equity Fund Announces Rights Offering (PR Newswire)
Jul-15-21 03:06PM	Liberty All-Star Equity Fund June 2021 Monthly Update (PR Newswire)
Jul-12-21 12:00PM	Liberty All-Star® Equity Fund Declares Distribution (PR Newswire)
Jun-14-21 03:48PM	Liberty All-Star Equity Fund May 2021 Monthly Update (PR Newswire)

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.

Vice President and TrusteeMr. Edmund Joseph Burke

ChairmanMr. Richard Stanton Pzena

PresidentMr. David Adam Katz C.F.A.

Chief Investment OfficerMr. David Bennett Scott CFA

J.D.Mr. Antonio DeSpirito III

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HALEY MARK T	President	Jun 03 '26	Buy	5.80	2,000	11,610	175,056	Jun 03 12:45 PM
HALEY MARK T	President	Jun 02 '26	Buy	5.85	356	2,082	173,056	Jun 03 12:45 PM
MILAS ROBERT	Access Person of the Fund	May 08 '26	Buy	5.82	1,700	9,894	5,759	May 08 12:55 PM
Rettinger Erich	Treasurer	Feb 06 '26	Buy	6.01	350	2,104	350	Feb 06 01:29 PM
HALEY MARK T	President	Dec 30 '25	Buy	6.30	1,600	10,080	159,071	Dec 30 01:04 PM
Khwaja-Dixon Sareena	Assistant Secretary	Nov 21 '25	Buy	5.86	500	2,929	500	Nov 21 12:08 PM
HALEY MARK T	President	Oct 01 '25	Buy	6.37	1,000	6,370	157,471	Oct 01 01:58 PM
HALEY MARK T	President	Sep 09 '25	Buy	6.58	1,500	9,870	156,471	Sep 09 10:54 AM

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Liberty All-Star Equity Fund

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