| PAAEX | RLBAX | PAAEX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 10.574 | 9.993 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 269B | 1% |
| Annual Yield % from dividends | 3.39 | 1.07 | 318% |
| Returns for 1 year | 9.20 | 8.53 | 108% |
| Returns for 3 years | 36.96 | 34.81 | 106% |
| Returns for 5 years | 14.96 | 30.69 | 49% |
| Returns for 10 years | 50.94 | 65.92 | 77% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UPAAX | 17.72 | 0.09 | +0.51% |
| Upright Assets Allocation Plus | |||
| ATEYX | 150.71 | 0.21 | +0.14% |
| AB Sustainable Global Thematic Advisor | |||
| TGVCX | 49.18 | 0.07 | +0.14% |
| Touchstone Dynamic Large Cap Growth C | |||
| PPYIX | 9.34 | N/A | N/A |
| PIMCO RAE International Instl | |||
| RTNCX | 14.31 | N/A | N/A |
| Russell Inv Tax-Managed Intl Eq C | |||