USA ETF
Liberty All-Star Equity Fund
USA ETF Overview
USA ETF (Liberty All-Star Equity Fund) is managed by Liberty All Star Funds with $2.07B in net assets. USA expense ratio is 0.92%, holding 148 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1986-10-31.
USA performance shows a YTD return of 7.49%. The 1-year return is 9.94% and the 5-year return is 7.09%. USA dividend yield stands at 9.81%, paid quarterly.
USA top holdings include Nvidia Corp (5.7%), Alphabet Inc. C (3.8%), Microsoft Corp (2.6%), Capital One Financial Corp. (2.3%), Meta Platforms Inc (2.0%). Go to all USA holdings, USA sectors, or USA dividends.
USA can be compared against other funds. Use USA overlap to find shared positions, or USA vs another fund for a side-by-side view. USA alternatives are available via the screener, along with tax-loss harvesting opportunities.