Union Street Mutual Fund Money Managers

USPCX Fund  USD 29.82  0.09  0.30%   
Break down of Union Street's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Union Street's future under-performance.
  
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Symbol  USPCX
Name  Union Street Partners
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Union Street Partners Leadership is currently not available.

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Union Street Net Asset Comparison

Union Street Partners is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 38.28 Billion. Union Street adds roughly 31.59 Million in net asset claiming only tiny portion of funds under Large Value category.

Union Street Partners Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Union Street Partners Price Series Summation is a cross summation of Union Street price series and its benchmark/peer.

About Union Street Management Performance

The success or failure of an entity such as Union Street Partners often depends on how effective the management is. Union Street management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Union management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Union management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S. companies. The advisor defines a large-cap company as one whose market capitalization is 5 billion or greater at the time of purchase. It will normally hold a core position of between 25 and 30 securities. The fund may invest up to 20 percent of its net assets in high quality money market instruments and repurchase agreements. It may also invest in shares of other registered investment companies, such as closed-end investment companies and exchange-traded funds . It is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Union Mutual Fund

Union Street financial ratios help investors to determine whether Union Mutual 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 Union with respect to the benefits of owning Union Street security.
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