USPFX ETF (Union Street Partners Value Fund Advisor Class) is managed by Union Street Partners with $76.8M in net assets. USPFX expense ratio is 1.15%, holding 26 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-04-27.

USPFX performance shows a YTD return of 2.21%. The 1-year return is 15.78% and the 5-year return is 10.04%. USPFX dividend yield stands at 2.65%, paid annually.

USPFX top holdings include Microsoft Corp (9.4%), Meta Platforms, Inc. (9.2%), Jpmorgan Chase & Co (8.4%), Apple Inc (7.9%), Goldman Sachs Group Inc - Eln (5.0%). 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.