Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now Nasdaq - Delayed Quote • USD Upright Assets Allocation Plus (UPAAX) Follow 12.20 -0.53 (-4.16%) At close: March 28 at 8:02:18 PM EDT Related Mutual Fund News Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2025 The Boards of Directors of the Cohen & Steers Closed-End Funds announced today the monthly distributions for April, May and June 2025, as summarized in the charts below: 3 Safe Utility Funds to Boost Your Portfolio Amid Soaring Inflation Utility funds like BULIX, FSUTX and FKUTX are a safe bet during times of market volatility. Is PTIAX a Strong Bond Fund Right Now? MF Bond Report for PTIAX 3 Utility Funds to Buy as Consumer Sentiment Declines in January Utility funds like FSUTX, BULIX and FKUTX are a safe bet during times of market volatility. 3 Top-Ranked Mutual Funds for Your Retirement These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns. Is VCOBX a Strong Bond Fund Right Now? MF Bond Report for VCOBX Fidelity Investments Canada ULC Announces Final December 2024 Cash Distributions for Fidelity ETFs and ETF Series of Fidelity Mutual Funds Fidelity Investments Canada ULC ("Fidelity") today announced the final December 2024 cash distributions for Fidelity ETFs ("Fidelity ETFs") and ETF Series units of Fidelity mutual funds ("Fidelity Funds"). Is VTIPX a Strong Bond Fund Right Now? MF Bond Report for VTIPX Is VTAPX a Strong Bond Fund Right Now? MF Bond Report for VTAPX Fidelity Investments Canada ULC Announces Estimated December 2024 Cash Distributions for Fidelity ETFs and ETF Series of Fidelity Mutual Funds Fidelity Investments Canada ULC ("Fidelity") today announced the estimated December 2024 cash distributions for Fidelity ETFs ("Fidelity ETFs") and ETF Series units of Fidelity mutual funds ("Fidelity Funds"). Please note that these are estimated amounts only as of December 18, 2024 and could change if the Fidelity ETFs and Fidelity Funds experience subscriptions or redemptions prior to the ex-dividend date or may change for other unforeseen reasons. Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio? Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns. Is VCORX a Strong Bond Fund Right Now? MF Bond Report for VCORX 3 Diversified Bond Mutual Funds to Buy for Risk Reduction Below, we share three diversified bond funds, viz. PCLAX, PLSFX and NPSAX. Each of these has a Zacks Mutual Fund Rank #1 (Strong Buy). 3 Utility Funds to Buy as Fed Signals Single Rate Cut in 2024 Utility funds like FSUTX, BULIX and FKUTX are a safe bet during times of uncertainty when markets can stay volatile for longer periods. TCW Completes Conversion of Flexible Income Mutual Fund to ETF LOS ANGELES, June 24, 2024--The TCW Group announced today that it has completed the conversion of TCW’s MetWest Flexible Income Fund into an ETF: the TCW Flexible Income ETF. TIPS ETF (VTIP) Hits New 52-Week High This TIPS growth ETF hits a new 52-week high. Are more gains in store for this ETF? 3 Utility Funds to Buy Amid Delay in Fed's Planned Rate Cuts Utility funds like BULIX, FKUTX and FSUTX are a safe bet during times of market volatility. Short-Term Treasury ETFs: A Guide for Investors High yields and low interest-rate risk have attracted investors to short-term Treasury ETFs. The Best ETFs for Inflation in 2024 See funds that tend to outperform when inflation is high or rising. Performance Overview Trailing returns as of 3/28/2025. Category is Tactical Allocation. Return UPAAX Category YTD +3.36% +9.69% 1-Year +19.69% +27.45% 3-Year +4.22% +8.85%