Upright Assets Allocation Fund Quote

UPAAX Fund  USD 17.00  0.73  4.12%   

Performance

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Odds Of Distress

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Upright Assets is trading at 17.00 as of the 7th of November 2025; that is 4.12 percent decrease since the beginning of the trading day. The fund's open price was 17.73. Upright Assets has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of August 2025 and ending today, the 7th of November 2025. Click here to learn more.
The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. Upright Assets is traded on NASDAQ Exchange in the United States. More on Upright Assets Allocation

Moving together with Upright Mutual Fund

  0.92UPDDX Upright Growth IncomePairCorr
  0.91UPUPX Upright GrowthPairCorr
  0.83PAALX All Asset FundPairCorr
  0.82PATRX Pimco All AssetPairCorr
  0.83PAAIX All Asset FundPairCorr

Upright Mutual Fund Highlights

Thematic IdeaLarge Blend Funds (View all Themes)
Fund ConcentrationUpright Investments Trust Funds, Large Blend Funds, Large Blend Funds, Tactical Allocation, Upright Investments Trust, Tactical Allocation, Tactical Allocation (View all Sectors)
Update Date30th of September 2025
Upright Assets Allocation [UPAAX] is traded in USA and was established 7th of November 2025. Upright Assets is listed under Upright Investments Trust category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Upright Investments Trust family. The entity is thematically classified as Large Blend Funds. This fund at this time has accumulated 824.13 K in net assets with minimum initial investment of 2 K. Upright Assets Allocation is currently producing year-to-date (YTD) return of 6.14%, while the total return for the last 3 years was 9.76%.
Check Upright Assets Probability Of Bankruptcy

Instrument Allocation

Top Upright Assets Allocation Mutual Fund Constituents

PGProcter GambleStockConsumer Staples
KWEBKraneShares CSI ChinaEtfChina Region
VSSVanguard FTSE All WorldEtfForeign Small/Mid Blend
VNQVanguard Real EstateEtfReal Estate
VEMIXVanguard Emerging MarketsMutual FundDiversified Emerging Mkts
SIMOSilicon Motion TechnologyStockInformation Technology
MCHIiShares MSCI ChinaEtfChina Region
ABBVAbbVie IncStockHealth Care
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Upright Assets Allocation Risk Profiles

Upright Assets Against Markets

Other Information on Investing in Upright Mutual Fund

Upright Assets financial ratios help investors to determine whether Upright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Upright with respect to the benefits of owning Upright Assets security.
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