USPFX ETF (Union Street Partners Value Fund Advisor Class) is managed by Union Street Partners with $79.1M in net assets. USPFX expense ratio is 1.15%, holding 25 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2016-04-27.

USPFX performance shows a YTD return of 4.28%. The 1-year return is 22.49% and the 5-year return is 8.35%. USPFX dividend yield stands at 2.60%, paid annually.

USPFX top holdings include Apple Inc Sedol 2046251 (7.6%), Jpmorgan Chase & Co (7.5%), Mircosoft Corp. (6.9%), Meta Platforms, Inc. (6.9%), Goldman Sachs & Co. (5.5%). View all USPFX holdings, sector breakdown, or dividend history.

USPFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.