Union Street Partners Fund Quote
USPVX Fund | USD 29.09 0.01 0.03% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Union Street is trading at 29.09 as of the 18th of April 2024; that is -0.03% down since the beginning of the trading day. The fund's open price was 29.1. Union Street has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Union Street Partners are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of September 2022 and ending today, the 18th of April 2024. 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
Moving together with Union Mutual Fund
1.0 | USPFX | Union Street Partners | PairCorr |
1.0 | USPCX | Union Street Partners | PairCorr |
0.95 | VVIAX | Vanguard Value Index | PairCorr |
0.88 | DOXGX | Dodge Cox Stock | PairCorr |
0.96 | FFMMX | American Funds American | PairCorr |
0.96 | FFFMX | American Funds American | PairCorr |
Union Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Union Street's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Union Street or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Union Street Partners Funds, Large Blend Funds, Large Value Funds, Large Value, Union Street Partners, Large Value, Large Value (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 31st of January 2023 |
Fiscal Year End | September |
Union Street Partners [USPVX] is traded in USA and was established 18th of April 2024. 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 69.91 M in net assets with no minimum investment requirementsUnion Street Partners is currently producing year-to-date (YTD) return of 0.97% with the current yeild of 0.01%, while the total return for the last 3 years was 6.69%.
Check Union Street Probability Of Bankruptcy
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
JNJ | Johnson Johnson | Stock | Health Care |
XOM | Exxon Mobil Corp | Stock | Energy |
TGT | Target | Stock | Consumer Staples |
T | ATT Inc | Stock | Communication Services |
SPLG | SPDR Portfolio SP | Etf | Large Blend |
SLB | Schlumberger NV | Stock | Energy |
MSFT | Microsoft | Stock | Information Technology |
Union Street Target Price Odds Analysis
Based on a normal probability distribution, the odds of Union Street jumping above the current price in 90 days from now is about 80.03%. The Union Street Partners probability density function shows the probability of Union Street mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Union Street has a beta of 0.9183. This usually implies Union Street Partners market returns are sensitive to returns on the market. As the market goes up or down, Union Street is expected to follow. Additionally, union Street Partners has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Union Street to move above the current price in 90 days from now is about 80.03 (This Union Street Partners probability density function shows the probability of Union Mutual Fund to fall within a particular range of prices over 90 days) .
Union Street Partners Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Union Street market risk premium is the additional return an investor will receive from holding Union Street long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Union Street. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Union Street's alpha and beta are two of the key measurements used to evaluate Union Street's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5293 | |||
Semi Deviation | 0.7111 | |||
Standard Deviation | 0.6916 | |||
Variance | 0.4783 |
Union Street Against Markets
Picking the right benchmark for Union Street mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Union Street mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Union Street is critical whether you are bullish or bearish towards Union Street Partners at a given time. Please also check how Union Street's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Union Street without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Union Mutual Fund?
Before investing in Union Street, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Union Street. To buy Union Street fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Union Street. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Union Street fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Union Street Partners fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Union Street Partners fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Union Street Partners, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Union Street Partners?
The danger of trading Union Street Partners is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Union Street is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Union Street. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Union Street Partners is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Union Street Partners. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.