Union Street Partners Fund Quote

USPCX Fund  USD 29.57  0.45  1.55%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Union Street is trading at 29.57 as of the 1st of March 2025; that is 1.55 percent up since the beginning of the trading day. The fund's open price was 29.12. Union Street has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 1st of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S. companies. Union Street is traded on NASDAQ Exchange in the United States. More on Union Street Partners

Moving together with Union Mutual Fund

  0.98USPFX Union Street PartnersPairCorr
  0.98USPVX Union Street PartnersPairCorr
  0.83VVIAX Vanguard Value IndexPairCorr
  0.8DOXGX Dodge Cox StockPairCorr
  0.85AFMFX American MutualPairCorr

Union Mutual Fund Highlights

Fund ConcentrationUnion Street Partners Funds, Large Value Funds, Large Value, Union Street Partners, Large Value, Large Value (View all Sectors)
Update Date31st of December 2024
Union Street Partners [USPCX] is traded in USA and was established 1st of March 2025. Union Street is listed under Union Street Partners category by Fama And French industry classification. The fund is listed under Large Value category and is part of Union Street Partners family. This fund at this time has accumulated 31.59 M in net assets with no minimum investment requirementsUnion Street Partners is currently producing year-to-date (YTD) return of 2.04%, while the total return for the last 3 years was 5.11%.
Check Union Street Probability Of Bankruptcy

Instrument Allocation

Stocks94.75%CashO...100%

Top Union Street Partners Mutual Fund Constituents

INTCIntelStockInformation Technology
XOMExxon Mobil CorpStockEnergy
TGTTargetStockConsumer Staples
TATT IncStockCommunication Services
SPLGSPDR Portfolio SPEtfLarge Blend
SLBSchlumberger NVStockEnergy
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
More Details

Union Street Partners Risk Profiles

Union Street Against Markets

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.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories