Union Street Partners Fund Analysis

USPFX Fund  USD 32.13  0.03  0.09%   
Union Street Partners is overvalued with Real Value of 30.86 and Hype Value of 32.13. The main objective of Union Street fund analysis is to determine its intrinsic value, which is an estimate of what Union Street Partners is worth, separate from its market price. There are two main types of Union Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Union Street Partners. On the other hand, technical analysis, focuses on the price and volume data of Union Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Union Street mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Union Street Partners. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.

Union Mutual Fund Analysis Notes

The fund generated five year return of 13.0%. Union Street Partners keeps about 7.96% of net assets in cash. This fund last dividend was 0.31 per share. Large Value For more information please call the company at 800-673-0550.

Union Street Partners Investment Alerts

The fund keeps about 7.96% of its net assets in cash

Union Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Union Street's market, we take the total number of its shares issued and multiply it by Union Street's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Union Street Partners Mutual Fund Constituents

BAThe BoeingStock
TGTTargetStock
TATT IncStock
SPLGSPDR Portfolio SPEtf
MSFTMicrosoftStock
MRKMerck CompanyStock
MKLMarkelStock
JPMJPMorgan Chase CoStock
INTCIntelStock
FDXFedExStock
DLTRDollar TreeStock
CVSCVS Health CorpStock
CCitigroupStock
BILSPDR Bloomberg 1 3Etf
BACBank of AmericaStock
AAPLApple IncStock
XOMExxon Mobil CorpStock
WFCWells FargoStock

Technical Drivers

As of the 22nd of July, Union Street has the Risk Adjusted Performance of 0.2182, semi deviation of 0.587, and Coefficient Of Variation of 429.61. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Union Street Partners, as well as the relationship between them.

Union Street Partners Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Simple Moving Average indicator is calculated by adding the closing price of Union Street for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Union Street Partners short-term fluctuations and highlight longer-term trends or cycles.

Union Street Outstanding Bonds

Union Street issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Union Street Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Union bonds can be classified according to their maturity, which is the date when Union Street Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Union Street Predictive Daily Indicators

Union Street intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Union Street mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Union Street Forecast Models

Union Street's time-series forecasting models are one of many Union Street's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Union Street's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Union Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Union Street prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Union shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Union Street. By using and applying Union Mutual Fund analysis, traders can create a robust methodology for identifying Union entry and exit points for their positions.
Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S. companies. The advisor defines a large-cap company as one whose market capitalization is 5 billion or greater at the time of purchase. It will normally hold a core position of between 25 and 30 securities. The fund may invest up to 20 percent 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 . It is non-diversified.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Union Street to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Sync Your Broker Now

   

Sync Your Broker

Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
All  Next Launch Module

Other Information on Investing in Union Mutual Fund

Union Street financial ratios help investors to determine whether Union Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Union with respect to the benefits of owning Union Street security.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios