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Nasdaq - Delayed Quote USD

Upright Assets Allocation Plus (UPAAX)

12.73
-0.21
(-1.62%)
As of 8:07:18 AM EDT. Market Open.
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  • Previous Close 12.94
  • YTD Return 3.36%
  • Expense Ratio 3.28%
  • Category Tactical Allocation
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.56M
  • Beta (5Y Monthly) 2.30
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.09
  • Inception Date Oct 10, 2017

The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are: Equity Securities, Fixed Income Securities (corporate bonds and notes of domestic and foreign issuers of any maturity and credit quality), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

Upright Investments Trust

Fund Family

Tactical Allocation

Fund Category

2.56M

Net Assets

2017-10-10

Inception Date

More about Upright Assets Allocation Plus

Performance Overview: UPAAX

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Trailing returns as of 3/27/2025. Category is Tactical Allocation.

YTD Return

UPAAX
3.36%
Category
9.69%
 

1-Year Return

UPAAX
19.69%
Category
27.45%
 

3-Year Return

UPAAX
4.22%
Category
8.85%
 

5-Year Return

UPAAX
15.12%
Category
8.56%
 

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Holdings: UPAAX

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Sector Weightings

SectorUPAAX
Technology   47.43%
Financial Services   12.34%
Healthcare   10.72%
Consumer Cyclical   6.40%
Communication Services   6.23%
Industrials   4.86%
Real Estate   3.26%
Energy   2.72%
Basic Materials   2.38%
Consumer Defensive   2.18%
Utilities   1.48%
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Recent News: UPAAX

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Research Reports: UPAAX

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