USPCX ETF (Union Street Partners Value Fund Class C) is managed by Union Street Partners with $904,557.88 in net assets. USPCX expense ratio is 2.15%, holding 26 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2011-04-14.

USPCX performance shows a YTD return of 2.06%. The 1-year return is 14.52% and the 5-year return is 8.92%. USPCX dividend yield stands at 1.90%, paid annually.

USPCX top holdings include Microsoft Corp (9.4%), Meta Platforms, Inc. (9.2%), Jpmorgan Chase & Co (8.4%), Apple Inc (7.9%), Goldman Sachs Group Inc - Eln (5.0%). View all USPCX holdings, sector breakdown, or dividend history.

USPCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.