Liberty All Financials
| USA Fund | USD 6.92 0.01 0.14% |
Liberty |
Please note that past performance is not an indicator of the future performance of Liberty All, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Liberty All Fund Summary
Liberty All competes with Adams Diversified, BlackRock Science, Virtus Allianzgi, Royce Value, and Neuberger Berman. 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 SP 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.Specialization | null, Large Growth |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US5301581048 |
| CUSIP | 530158104 |
| Location | Colorado; U.S.A |
| Business Address | 1290 Broadway |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.all-starfunds.com/fundfacts-usa.php |
| Phone | 303 623 2577 |
| Currency | USD - US Dollar |
Liberty All Key Financial Ratios
Liberty Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Liberty All's current stock value. Our valuation model uses many indicators to compare Liberty All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Liberty All competition to find correlations between indicators driving Liberty All's intrinsic value. More Info.Liberty All Star is rated fifth in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.28 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Liberty All Star is roughly 3.59 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Liberty All's earnings, one of the primary drivers of an investment's value.Liberty All Star Systematic Risk
Liberty All's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Liberty All volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Liberty All Star correlated with the market. If Beta is less than 0 Liberty All generally moves in the opposite direction as compared to the market. If Liberty All Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Liberty All Star is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Liberty All is generally in the same direction as the market. If Beta > 1 Liberty All moves generally in the same direction as, but more than the movement of the benchmark.
Liberty All February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Liberty All help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Liberty All Star. We use our internally-developed statistical techniques to arrive at the intrinsic value of Liberty All Star based on widely used predictive technical indicators. In general, we focus on analyzing Liberty Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Liberty All's daily price indicators and compare them against related drivers.
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.9 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.42 |
Other Information on Investing in Liberty Fund
Liberty All financial ratios help investors to determine whether Liberty Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Liberty with respect to the benefits of owning Liberty All security.
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