Union Street Partners Value A (USPVX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for USPVX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.75%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||95|
|% Rank in Category (ytd):||7.29%|
|Morningstar Risk Rating:||4|
The investment seeks capital appreciation.
Under normal market conditions, the fund will invest primarily in the securities of large cap U.S. companies. It defines a large-cap company as one whose market cap is $5 billion or greater at the time or purchase. The fund will normally hold a core position of between 25 and 30 securities. The fund may invest up to 20% of its net assets in high quality money market instruments and repurchase agreements. It may also invest in shares of other registered investment companies, such as closed-end investment companies and exchange-traded funds ("ETFs"). The fund is non-diversified. The fund is non-diversified. View More