USA (Liberty All Star Equity Fund) ROC (Joel Greenblatt) %: % (As of Dec. 2025)

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Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

USA Liberty All Star Equity Fund USA
52 GF Score
Price $5.65
GF Value $3.62
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Liberty All Star Equity Fund ROC (Joel Greenblatt) %?

Liberty All Star Equity Fund USA -1.57% 52 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates USA with a GF Score™ of 52/100 and a GF Value™ of $3.62 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 629 Asset Management companies, Liberty All Star Equity Fund ranks worse than 158982.35% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

USA
52GF Score
Liberty All Star Equity Fund USA
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Liberty All Star Equity Fund (USA) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Liberty All Star Equity Fund and its competitors. According to the industry distribution chart, Liberty All Star Equity Fund ranks #999999 out of 629 companies in the Asset Management industry.
Is Liberty All Star Equity Fund's ROC (Joel Greenblatt) % too high?
Liberty All Star Equity Fund's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Liberty All Star Equity Fund ranks #999999 out of 629 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Liberty All Star Equity Fund has a GF Score™ of 52/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Liberty All Star Equity Fund's ROC (Joel Greenblatt) % compare to PAX and GAB?
According to the Asset Management industry distribution chart, Liberty All Star Equity Fund ranks #999999 out of 629 companies for ROC (Joel Greenblatt) %. This places Liberty All Star Equity Fund in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.35, based on 629 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Liberty All Star Equity Fund and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Liberty All Star Equity Fund's current ROC (Joel Greenblatt) % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liberty All Star Equity Fund stock overvalued right now?
Based on GuruFocus' analysis, Liberty All Star Equity Fund (USA) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.62, compared to a current price of $5.65 — trading 56.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Liberty All Star Equity Fund's overall GF Score™ is 52/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Liberty All Star Equity Fund (USA), the current ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Liberty All Star Equity Fund (USA) Overvalued in 2026?

Based on GuruFocus' analysis, Liberty All Star Equity Fund stock appears to be overvalued. The current stock price of $5.65 is trading 56.1% above its estimated GF Value™ of $3.62. GuruFocus considers Liberty All Star Equity Fund to be Significantly Overvalued.

Key valuation signals for USA:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $3.62 vs. price of $5.65 (56.1% above fair value)
  • GF Score™: 52/100 with 4 warning signs

No single metric tells the full story. See the USA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Liberty All Star Equity Fund Business Description

Address 1290 Broadway, Suite 1000, Denver, CO, USA, 80203
Liberty All Star Equity Fund is a diversified, closed-end management investment company. Its objective is to provide a high level of current income and long-term capital appreciation through investing principally in a diversified portfolio of equity securities. 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.
52GF Score

Get the complete analysis for USA

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.65
Price
$3.62
GF Value