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Union Street Partners Value Fund (USPVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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.

Looking to diversify beyond USPVX? The mutual funds below have the lowest correlation with USPVX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from USPVX.

Best Diversifiers for USPVX

0 mutual funds have low correlation with USPVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.45, down from 0.63 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVAIX
Federated Hermes Strategic Value Dividend Fund0.450.510.63
78
Large Cap Value EquitiesUSPVX vs SVAIX
HDCTX
Rational Equity Armor Fund0.490.620.69
55
Large Cap Value EquitiesUSPVX vs HDCTX
HFCVX
Hennessy Cornerstone Value Fund0.590.640.75
81
Large Cap Value EquitiesUSPVX vs HFCVX
VIHAX
Vanguard International High Dividend Yield Index F...0.630.650.73
80
Large Cap Value Equities, Dividend, Foreign Large Cap EquitiesUSPVX vs VIHAX
TOWFX
Towpath Focus Fund0.630.710.81
85
Large Cap Value EquitiesUSPVX vs TOWFX
See all 29 diversifiers for USPVX

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Diversification Analysis

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