Union Street Partners Fund Fundamentals
| USPCX Fund | USD 29.73 0.04 0.13% |
Union Street Partners fundamentals help investors to digest information that contributes to Union Street's financial success or failures. It also enables traders to predict the movement of Union Mutual Fund. The fundamental analysis module provides a way to measure Union Street's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Union Street mutual fund.
Union |
Union Street Partners Mutual Fund Price To Earning Analysis
Union Street's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Union Street Price To Earning | 17.76 X |
Most of Union Street's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Union Street Partners is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Union Street Partners has a Price To Earning of 17.76 times. This is much higher than that of the Union Street Partners family and significantly higher than that of the Large Value category. The price to earning for all United States funds is notably lower than that of the firm.
Union Street Partners Fundamental Drivers 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 price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Union Street Partners is roughly 10.45 . 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.Did you try this?
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Fund Asset Allocation for Union Street
The fund consists of 94.75% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Union Street's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Union Fundamentals
| Price To Earning | 17.76 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 0.91 X | |||
| Total Asset | 52.83 M | |||
| Year To Date Return | 5.95 % | |||
| One Year Return | 12.09 % | |||
| Three Year Return | 4.57 % | |||
| Five Year Return | 9.80 % | |||
| Net Asset | 31.59 M | |||
| Last Dividend Paid | 0.15 | |||
| Cash Position Weight | 5.26 % | |||
| Equity Positions Weight | 94.75 % |
About Union Street Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Union Street Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Union Street using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Union Street Partners based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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