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Nasdaq - Delayed Quote USD
Upright Assets Allocation Plus (UPAAX)
12.20
-0.53
(-4.16%)
At close: March 28 at 8:02:18 PM EDT
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- 20
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
Broker Availability Information Not Available
Fund Summary
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.
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Upright Investments Trust |
| Net Assets | 2.56M |
| YTD Return | 3.36% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 10, 2017 |
Performance & Risk
| YTD Return | -12.86% |
| 5y Average Return | 14.19% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 2.30 |
| Morningstar Risk Rating |
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