Union Street is trading at 34.32 as of the 3rd of January 2026; that is 0.91% increase since the beginning of the trading day. The fund's open price was 34.01. Union Street has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of January 2025 and ending today, the 3rd 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 3rd 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 85.68 M in net assets with minimum initial investment of 2.5 K. Union Street Partners is currently producing year-to-date (YTD) return of 5.88% with the current yeild of 0.0%, 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.
Top Union Street Partners Mutual Fund Constituents
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.