Union Street Partners Fund Quote
| USPFX Fund | USD 31.14 0.23 0.74% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Union Street is trading at 31.14 as of the 22nd of November 2024; that is 0.74% increase since the beginning of the trading day. The fund's open price was 30.91. Union Street has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Union Street Partners are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. 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
Moving together with Union Mutual Fund
| 1.0 | USPCX | Union Street Partners | PairCorr |
| 1.0 | USPVX | Union Street Partners | PairCorr |
| 0.75 | VVIAX | Vanguard Value Index | PairCorr |
| 0.73 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.78 | AFMFX | American Mutual | PairCorr |
Moving against Union Mutual Fund
Union Mutual Fund Highlights
| Fund Concentration | Union Street Partners Funds, Large Value Funds, Large Value, Union Street Partners (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Union Street Partners [USPFX] is traded in USA and was established 22nd of November 2024. 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 69.91 M in net assets with minimum initial investment of 2.5 K. Union Street Partners is currently producing year-to-date (YTD) return of 5.65% with the current yeild of 0.01%, while the total return for the last 3 years was 4.84%.
Check Union Street Probability Of Bankruptcy
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.
Top Union Street Partners Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| SPLG | SPDR Portfolio SP | Etf | Large Blend | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| MKL | Markel | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Union Street Partners Risk Profiles
| Mean Deviation | 0.5367 | |||
| Semi Deviation | 0.6997 | |||
| Standard Deviation | 0.6916 | |||
| Variance | 0.4783 |
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.
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