USPCX Mutual Fund

USPCX Mutual Fund (Union Street Partners Value Fund Class C) is managed by Union Street Partners with $955,847.1 in net assets. USPCX expense ratio is 2.15%, holding 25 positions across sectors including Financials, Consumer Discretionary, Information Technology. 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 7.85%. USPCX dividend yield stands at 1.81%, paid annually.

USPCX top holdings include Apple, Inc (7.6%), Jpmorgan Chase (7.5%), Microsoft Corp (6.9%), Meta Platforms, Inc. (6.9%), Goldman Sachs & Co (5.5%). 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.