ASG ETF

ASG ETF
$5.27
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Fund Essentials - as of Mar 31, 2026

Net Assets
$398M
Expense Ratio
1.12%
Dividend Yield (Current)
7.99%
Holdings
125
Inception Date
Mar 14, 1986
Fund Family
Liberty All Star Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+5.75%
1 Year+7.39%
3 Year+9.47%
5 Year+0.50%
10 Year+15.10%

Asset Allocation

Stocks: 97.13%
Cash: 2.87%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.4.43%
GVMXXState Street Institutional US Government Money Market Fund2.87%
AAPLApple, Inc2.74%
MSFTMicrosoft Corp2.20%
GOOGLAlphabet Inc Common Stock USD 0.0012.13%
Top 10 Concentration: 22.92%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.99%
Frequency
Quarterly
Latest Distribution
$0.12
Jul 16, 2026
12M Distributions
4 payments
Total: $0.47

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

ASG ETF Overview

ASG ETF (Liberty All-Star Growth Fund Inc.) is managed by Liberty All Star Funds with $397.6M in net assets. ASG expense ratio is 1.12%, holding 125 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1986-03-14.

ASG performance shows a YTD return of 5.75%. The 1-year return is 7.39% and the 5-year return is 0.50%. ASG dividend yield stands at 7.99%, paid quarterly.

ASG top holdings include Nvidia Corp. (4.4%), State Street Institutional US Government Money Market Fund (2.9%), Apple, Inc (2.7%), Microsoft Corp (2.2%), Alphabet Inc Common Stock USD 0.001 (2.1%). Go to all ASG holdings, ASG sectors, or ASG dividends.

ASG can be compared against other funds. Use ASG overlap to find shared positions, or ASG vs another fund for a side-by-side view. ASG alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-3.85%
YTD
+5.75%
1 Year
+7.39%
3 Year
+9.47%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

14.8%

of portfolio

NVDANvidia Corp.
4.43%
AAPLApple, Inc
2.74%
MSFTMicrosoft Corp
2.20%
GOOGLAlphabet Inc Common Stock USD 0.001
2.13%
AMZNAmazon.Com Inc
1.85%
METAMeta Platforms, Inc.
1.18%
TSLATesla Inc
0.31%

Top 10 Holdings (22.9% of portfolio)

#TickerNameSectorWeight
1NVDANvidia Corp.Information Technology4.43%
2GVMXXState Street Institutional US Government Money Market FundFinancials2.87%
3AAPLApple, IncInformation Technology2.74%
4MSFTMicrosoft CorpInformation Technology2.20%
5GOOGLAlphabet Inc Common Stock USD 0.001Communication Services2.13%
6AMZNAmazon.Com IncConsumer Discretionary1.85%
7FSV:CAFirstservice Corp.Industrials1.80%
8CWCurtiss-wright CorpIndustrials1.76%
9OLLIOllie's Bargain Outlet Holdings IncConsumer Discretionary1.62%
10CWSTCasella Waste Systems, Inc., Class AIndustrials1.52%