About USPVX
Union Street Partners Value Fund Class A Shares is an actively managed mutual fund that focuses on large-cap U.S. equities with a value-oriented approach. The fund seeks capital appreciation by investing primarily in companies with market capitalizations of $5 billion or more, considered undervalued relative to their fundamentals. Its portfolio is concentrated, typically holding between 25 and 30 securities, and as of the latest data, the top 10 holdings make up over 60% of total assets.
The fund’s sector allocation is diverse, with notable emphasis on information technology, financials, communication services, and consumer sectors, among others. Equity securities within the fund include common stocks, depositary receipts, REITs, MLPs, and convertible securities. Union Street Partners Value Fund Class A Shares is designed for investors seeking exposure to established, large-cap U.S. companies that offer potential long-term growth through a disciplined, value-based selection process. The fund plays a significant role in the market by providing access to a curated set of leading businesses across critical sectors, emphasizing both quality and valuation in its investment decisions.
Fund Family Union Street Partners
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol USPVX
Share Class Class A Shares
Index Russell 1000 Value TR
USPVX had a total return of 15.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.88%.
