USPCX Mutual Fund

USPCX Mutual Fund (Union Street Partners Value Fund Class C) is managed by Union Street Partners with $933,079.83 in net assets. USPCX expense ratio is 2.15%, holding 25 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-04-14.

USPCX performance shows a YTD return of 7.43%. The 1-year return is 16.54% and the 5-year return is 7.86%. USPCX dividend yield stands at 3.29%, paid annually.

USPCX top holdings include Apple, Inc (8.3%), Jpmorgan Chase (8.0%), Microsoft Corp (6.7%), Meta Platforms Inc (6.5%), Goldman Sachs Group Inc/The (6.3%). Go to all USPCX holdings, USPCX sectors, or USPCX dividends.

USPCX can be compared against other funds. Use USPCX overlap to find shared positions, or USPCX vs another fund for a side-by-side view. USPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.