Union Street Mutual Fund Money Managers

USPVX Fund  USD 30.89  0.46  1.51%   
Break down of Union Street's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Union Street's future under-performance.
R Penninger  Executive
Fund Manager
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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.

Union Street Net Asset Comparison

Union Street Partners is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 217.11 Billion. Union Street adds roughly 69.91 Million in net asset claiming only tiny portion of funds under Large Value category.

Union Street Partners Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Union Street Partners Price Series Summation is a cross summation of Union Street price series and its benchmark/peer.

Union Street Stakeholder

R PenningerFund ManagerProfile

About Union Street Management Performance

The success or failure of an entity such as Union Street Partners often depends on how effective the management is. Union Street management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Union management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Union management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
The data published in Union Street's official financial statements usually reflect Union Street's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Union Street Partners. For example, before you start analyzing numbers published by Union accountants, it's critical to develop an understanding of what Union Street's liquidity, profitability, and earnings quality are in the context of the Union Street Partners space in which it operates.
Please note that past performance is not an indicator of the future performance of Union Street, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Union Street's price analysis, check to measure Union Street's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Union Street is operating at the current time. Most of Union Street's value examination focuses on studying past and present price action to predict the probability of Union Street's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Union Street's price. Additionally, you may evaluate how the addition of Union Street to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Union Street's value and its price as these two are different measures arrived at by different means. Investors typically determine if Union Street is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Union Street's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.