ASG - USA: 10% Yield On Value And Growth

2024-05-10 09:15:00 ET

Summary

• Liberty All-Star Equity fund has had a total return of 55% since September 2020, nearly keeping up with the S&P 500.
• Liberty All-Star Growth fund, meanwhile, has lagged, with a return of just 2.95% during the same period.
• The USA CEF has paid 43% in cumulative distributions, while ASG has paid 32.7%, but most of that income was discounted in its total return.

We began covering the Liberty All-Star® Equity Fund ( USA ), and the Liberty All-Star® Growth Fund ( ASG ) in September 2020....

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