Liberty All-Star Equity Fund (USA) Stock Analysis
Recovery setup
Financial Services · Asset Management
Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $5.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 5.2): -1.5; Earnings expected to decline ~98% (cyclical peak).
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... Read more
Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $5.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 5.2): -1.5; Earnings expected to decline ~98% (cyclical peak). Chart setup: Death cross but MACD improving, RSI 72. Score 4.7/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
3 floor-breakers·2 ceiling hits
Revenue shrinking — -9.8% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.3/10 is below the 5.0 floor at $5.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 5.2): -1.5; Earnings expected to decline ~98% (cyclical peak). Chart setup: Death cross but MACD improving, RSI 72. Prior stop was $5.67. Score 4.7/10, moderate confidence.
Take-profit target: $5.73 (-1.3% upside). Prior stop was $5.67. Stop-loss: $5.67.
Earnings expected to decline ~98% (cyclical peak); Leverage penalty (D/E 5.2): -1.5; Weak overall score: 4.7/10.
Liberty All-Star Equity Fund trades at a P/E of 10.3 (forward 577.0). TrendMatrix value score: 8.9/10. Verdict: Sell.
What does Liberty All-Star Equity Fund do?Liberty All-Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund...
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.