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Liberty All Star Equity Fund (Liberty All Star Equity Fund) 5-Year Yield-on-Cost %

: 8.99 (As of Today)
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Liberty All Star Equity Fund's yield on cost for the quarter that ended in Dec. 2023 was 8.99.


The historical rank and industry rank for Liberty All Star Equity Fund's 5-Year Yield-on-Cost % or its related term are showing as below:

USA' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 6.68   Med: 10.37   Max: 16.01
Current: 8.99


During the past 7 years, Liberty All Star Equity Fund's highest Yield on Cost was 16.01. The lowest was 6.68. And the median was 10.37.


USA's 5-Year Yield-on-Cost % is ranked better than
70.61% of 1218 companies
in the Asset Management industry
Industry Median: 6.055 vs USA: 8.99

Competitive Comparison

For the Asset Management subindustry, Liberty All Star Equity Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Liberty All Star Equity Fund 5-Year Yield-on-Cost % Distribution

For the Asset Management industry and Financial Services sector, Liberty All Star Equity Fund's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Liberty All Star Equity Fund's 5-Year Yield-on-Cost % falls into.



Liberty All Star Equity Fund 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Liberty All Star Equity Fund is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Liberty All Star Equity Fund  (NYSE:USA) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Liberty All Star Equity Fund 5-Year Yield-on-Cost % Related Terms

Thank you for viewing the detailed overview of Liberty All Star Equity Fund's 5-Year Yield-on-Cost % provided by GuruFocus.com. Please click on the following links to see related term pages.


Liberty All Star Equity Fund (Liberty All Star Equity Fund) Business Description

Traded in Other Exchanges
N/A
Address
1290 Broadway, Suite 1000, Denver, CO, USA, 80203
Liberty All Star Equity Fund is a closed-end funds and open-end multi-managed fund. Its objective is to provide a high level of current income and long-term capital appreciation. The fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities, telecommunication and other services.
Executives
Mark T Haley officer: Senior Vice President C/O LIBERTY ALL-STAR FUNDS, 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Robert Milas officer: Vice President of the Funds 1290 BROADWAY, SUITE 1000, DENVER CO 80203
Milton M Irvin other: Trustee C/O LIBERTY ALL-STAR FUNDS, 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Edmund J Burke director 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Parmentier William R Jr officer: President and Chief Exec. Off. C/O LIBERTY ALL-STAR FUNDS, 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Michelle Stallworth officer: ASSISTANT SECRETARY 1290 BROADWAY, SUITE 1000, DENVER CO 80203
Erich Rettinger officer: Treasurer 1290 BROADWAY SUITE 1100, DENVER CO 80203
Tanya Tancheff officer: Assistant Secretary 1290 BROADWAY 1000, DENVER CO 80203
Maureen K Usifer other: Trustee C/O BLACKROCK KELSO CAPITAL ADVISORS LLC, 40 EAST 52ND STREET, NEW YORK NY 10022
John J Neuhauser other: Trustee C/O LIBERTY ALL-STAR FUNDS, 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Howard Roy Gleicher other: Portfolio Manager 11100 SANTA MONICA BLVD. SUITE 1700, LOS ANGELES CA 90025
Thomas W Brock director 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Fiduciary Management Inc /wi/ other: Fund Investment Advisor 790 N. WATER STREET, SUITE 2100, MILWAUKEE WI 53202
Jill Kerschen officer: Treasurer 1700 BROADWAY, SUITE 1850, DENVER CO 80290
Laton Spahr other: President of the Adviser 1290 BROADWAY, SUITE 1100, DENVER CO 80203

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