Union Street is trading at 34.87 as of the 27th of January 2026; that is 0.32% increase since the beginning of the trading day. The fund's open price was 34.76. Union Street has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
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. More on Union Street Partners
Union Street Partners [USPFX] is traded in USA and was established 27th of January 2026. 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 86.26 M in net assets with minimum initial investment of 2.5 K. Union Street Partners is currently producing year-to-date (YTD) return of 2.21% with the current yeild of 0.01%, while the total return for the last 3 years was 11.22%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Union Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Union Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Union Street Partners Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund generated five year return of 10.0%. Union Street Partners keeps about 7.96% of net assets in cash. This fund last dividend was 0.31 per share. Large Value For more information please call the company at 800-673-0550.
Union Street issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Union Street Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Union bonds can be classified according to their maturity, which is the date when Union Street Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Union Street intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Union Street mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Union Street's time-series forecasting models are one of many Union Street's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Union Street's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.