USPFX Union Street Partners Value Advisor Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Boeing Company (NYSE:BA), Intel Corp (NASDAQ:INTC), FedEx Corp (NYSE:FDX), PG&E Corp (NYSE:PCG), Dollar Tree (NASDAQ:DLTR).

The investment seeks to achieve capital appreciation. 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% 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"). It is non-diversified.

The average market capitalization across the Union Street Partners Value Advisor MF is 1.16T. The market cap for tickers in the group ranges from 23.68B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is DLTR at 23.68B.

The average weekly volume growth across all stocks in the Union Street Partners Value Advisor MF was -35%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -54%