USPVX Mutual Fund (Union Street Partners Value Fund Class A) is managed by Union Street Partners with $8.2M in net assets. USPVX expense ratio is 1.40%, holding 25 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2010-12-30.

USPVX performance shows a YTD return of 2.48%. The 1-year return is 13.93% and the 5-year return is 7.55%. USPVX dividend yield stands at 2.42%, paid annually.

USPVX top holdings include Apple Inc (7.6%), Jp Morgan Chase & Co (7.5%), Microsoft Corp 4.100 Feb 06 37 (6.9%), Meta Platforms, Inc. (6.9%), Goldman Sachs International Ltd. (5.5%). 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.