VTI - USA: Understanding Where This High Yield CEF Fits In Your Portfolio
2024-05-25 01:11:50 ET
Summary
- The Liberty All-Star Equity Fund is a closed-end fund operating for nearly 40 years.
- USA's portfolio is diversified and primarily focused on large and mega-cap companies located in the United States.
- Today, we explore USA's distribution and understand where this closed end fund might fit into a portfolio.
- USA is not a one size fits all investment as there are circumstances impacting long-term performance.
The Liberty All-Star Equity Fund ( USA ) is truly an “all star” investment. As one of the oldest closed end funds trading today, USA has an extraordinary track record for investors. USA has been a focal point of our coverage for several years. In that initial coverage we outlined the fund’s structure, asset allocation, and management approach. The article served as an initiation for covering USA with a broad overview including the distribution history and total return profile....
USA: Understanding Where This High Yield CEF Fits In Your Portfolio