Union Street Financial Statements From 2010 to 2025
| USPFX Fund | USD 34.01 0.13 0.38% |
Check Union Street financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Union Street's main balance sheet or income statement drivers, such as , as well as many indicators such as . Union financial statements analysis is a perfect complement when working with Union Street Valuation or Volatility modules.
Union |
Union Street Partners Mutual Fund Annual Yield Analysis
Union Street's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Union Street Annual Yield | 0 % |
Most of Union Street's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Union Street Partners is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Union Street Partners has an Annual Yield of 0.0016%. This is much higher than that of the Union Street Partners family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Union Street Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Union Street's current stock value. Our valuation model uses many indicators to compare Union Street value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Union Street competition to find correlations between indicators driving Union Street's intrinsic value. More Info.Union Street Partners is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 3,676 of Year To Date Return per Annual Yield. 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 Union Street's earnings, one of the primary drivers of an investment's value.About Union Street Financial Statements
Union Street investors use historical fundamental indicators, such as Union Street's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Union Street. Please read more on our technical analysis and fundamental analysis pages.
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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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