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Morningstar

Union Street Partners

Union Street Partners Parent Rating

Average
Morningstar Manager Research

Union Street Partners has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Union Street Partners has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 4.3 stars across its open-end and exchange-traded funds. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Union Street Partners's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the most expensive quintile of similarly distributed strategies.

Union Street Partners Investments

Mutual Funds

See All Union Street Partners Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

79.99 Mil

Investment Flows (TTM)

4.74 Mil

Asset Growth Rate (TTM)

7.11%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
1
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Union Street Partners Value Advisor22
Union Street Partners Value A26
Union Street Partners Value C37
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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