Union Street Financials
| USPFX Fund | USD 31.66 0.25 0.80% |
Union |
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.
Union Street Fund Summary
Union Street competes with Union Street, Vanguard Institutional, Fidelity Fund, Vanguard, and Lazard Enhanced. 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.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | World Funds Trust |
| Mutual Fund Family | Union Street Partners |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 673 0550 |
| Currency | USD - US Dollar |
Union Street Key Financial Ratios
Union Financial Ratios 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 863.69 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.Union Street Partners Systematic Risk
Union Street's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Union Street 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Union Street Partners correlated with the market. If Beta is less than 0 Union Street generally moves in the opposite direction as compared to the market. If Union Street Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Union Street Partners is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Union Street is generally in the same direction as the market. If Beta > 1 Union Street moves generally in the same direction as, but more than the movement of the benchmark.
Union Street November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Union Street help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Union Street Partners. We use our internally-developed statistical techniques to arrive at the intrinsic value of Union Street Partners based on widely used predictive technical indicators. In general, we focus on analyzing Union Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Union Street's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7481 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 3.24 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.01 |
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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