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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.18% -9.95% -- 250388.8
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 68.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation primarily through investment in a diversified portfolio of equity securities.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Liberty All-Star Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
--
--
--
--
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Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-14.35%
60.57%
38.04%
22.72%
-41.12%
16.34%
16.84%
3.07%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
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--
--
--
--
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-8.34%
30.37%
47.87%
3.69%
-35.11%
22.26%
24.75%
42.44%
-17.24%
34.38%
107.9%
-10.31%
-57.26%
52.55%
15.68%
10.99%
--
20.59%
50.56%
22.69%
-22.60%
13.27%
18.83%
-6.23%
As of December 10, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.68%
Stock 98.40%
Bond 1.16%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation primarily through investment in a diversified portfolio of equity securities.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Liberty All-Star Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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