USPVX ETF (Union Street Partners Value Fund Class A) is managed by Union Street Partners with $7.5M in net assets. USPVX expense ratio is 1.40%, holding 26 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2010-12-30.

USPVX performance shows a YTD return of 2.19%. The 1-year return is 15.53% and the 5-year return is 9.73%. USPVX dividend yield stands at 2.43%, paid annually.

USPVX 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 USPVX holdings, sector breakdown, or dividend history.

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