About USPFX
The Union Street Partners Value Fund Advisor Class is a large value mutual fund that seeks to achieve capital appreciation through disciplined, value-oriented investing. Its primary goal is to compound capital at above-market rates by investing in well-established companies trading at attractive valuations. The fund focuses on U.S. large-cap companies, defined as those with a market capitalization of $5 billion or greater at the time of purchase.
The portfolio is broadly diversified across major sectors, with notable allocations to information technology, consumer staples, financials, communication services, energy, and industrials. This sector exposure supports the fund’s objective by targeting resilient businesses across the economic spectrum. The fund is actively managed with a relatively low turnover rate, reflecting a long-term investment approach.
Since its inception in 2016, the Union Street Partners Value Fund Advisor Class has positioned itself as a competitive option within the large-cap value category, emphasizing fundamental analysis and prudent risk management. It plays a significant role in the market by providing investors access to a curated selection of value stocks, aiming to deliver consistent returns while adhering to disciplined expense controls.
Fund Family Union Street Partners
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol USPFX
Share Class Advisor Class Shares
Index Russell 1000 Value TR
USPFX had a total return of 17.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.70%.
