USPCX Mutual Fund (Union Street Partners Value Fund Class C) is managed by Union Street Partners with $933,784.14 in net assets. USPCX expense ratio is 2.15%, holding 25 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2011-04-14.

USPCX performance shows a YTD return of 2.12%. The 1-year return is 13.08% and the 5-year return is 6.77%. USPCX dividend yield stands at 1.90%, paid annually.

USPCX 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 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.