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USPFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$30.89
Change
+$0.23 (+0.75%)
Net Assets
77.61M

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

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

The average market capitalization across the Union Street Partners Value Advisor MF is 881.87B. The market cap for tickers in the group ranges from 15.68B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DLTR at 15.68B.

Volume

The average weekly volume growth across all stocks in the Union Street Partners Value Advisor MF was 212%. For the same stocks of the MF, the average monthly volume growth was 215% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 44
Price Growth Rating: 44
SMR Rating: 42
Profit Risk Rating: 46
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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USPFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, USPFX has been closely correlated with FFMMX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if USPFX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To USPFX
1D Price
Change %
USPFX100%
+0.75%
FFMMX - USPFX
76%
Closely correlated
+1.00%
FFFMX - USPFX
76%
Closely correlated
+1.02%
DODGX - USPFX
75%
Closely correlated
+1.29%
VIVAX - USPFX
74%
Closely correlated
+1.17%
VIVIX - USPFX
73%
Closely correlated
+1.17%
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