About USPCX
Union Street Partners Value Fund is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in large-cap U.S. companies. The fund primarily targets companies with a market capitalization of $5 billion or greater at the time of purchase, applying a value investing approach that seeks well-established businesses trading at attractive valuations. Its portfolio is typically concentrated, holding between 25 to 30 securities, with a significant portion of assets allocated to the top holdings, reflecting a conviction-driven strategy.
The fund’s sector exposure is diversified, with notable allocations to information technology, financials, communication services, consumer discretionary, and consumer staples, alongside smaller positions in energy, industrials, health care, utilities, and real estate. Equity investments may include common stocks, depositary receipts, REITs, MLPs, and convertible securities. By maintaining a core position in leading large-cap value stocks, the fund serves investors seeking exposure to established companies across key sectors of the U.S. economy, with the goal of compounding capital at rates exceeding the broader market over the long term.
Fund Family Union Street Partners
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol USPCX
Share Class Class C Shares
Index Russell 1000 Value TR
USPCX had a total return of 11.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.71%.
