UPAAX

AS OF

Dec 24 closing price

Price

$17.72

Change

+$0.09 (+0.51%)

Net Assets

3.12M

Intraday BUY SELL Signals

OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

UPAAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Upright Assets Allocation Plus (UPAAX) Ownership - Who owns Upright Assets Allocation Plus?

The investment seeks total return... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

UPAAX

Net Assets

3.12M

Fund Existence

about 8 years

Turnover

0.00

Total Expense Ratio

3.21

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

3.21

Assets in Top Ten Holdings

1.26M

Average Credit Quality

Average Effective Duration

6.00

Average Effective Maturity

9.36

Fund of Funds

Fund Share Class Net Assets

3.12M

Fund Type

OpenEnd

Index Fund

Management Fee

1.30

Modified Duration

5.86

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

34.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.49

Weighting Top Ten Holdings

73.07%

Gain YTD

26.571

Annual Yield % from dividends

0.00

Returns for 1 year

20.38

Returns for 3 years

96.06

Returns for 5 years

75.97

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading for UPAAX

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details