Union Street Mutual Fund Money Managers
| USPVX Fund | USD 29.27 0.21 0.72% |
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 |
| More |
Union |
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 5.72 Trillion. 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 Penninger | Fund Manager | Profile |
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.
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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..