Upright Assets Allocation Fund Quote
| UPAAX Fund | USD 14.97 0.03 0.20% |
PerformanceSolid
| Odds Of DistressLow
|
Upright Assets is trading at 14.97 as of the 10th of July 2025; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 14.94. Upright Assets has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 11th of April 2025 and ending today, the 10th of July 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. These global assets fall under five general categories which are Equity Securities, Fixed Income Securities , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.. More on Upright Assets Allocation
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Upright Mutual Fund Highlights
| Update Date | 30th of June 2025 |
Upright Assets Allocation [UPAAX] is traded in USA and was established 10th of July 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 3.36%, while the total return for the last 3 years was 3.96%.
Check Upright Assets Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Upright Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Upright Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Upright Assets Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Upright Assets Allocation Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| KWEB | KraneShares CSI China | Etf | China Region | |
| VSS | Vanguard FTSE All World | Etf | Foreign Small/Mid Blend | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| VEMIX | Vanguard Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| MCHI | iShares MSCI China | Etf | China Region | |
| ABBV | AbbVie Inc | Stock | Health Care |
Upright Assets Allocation Risk Profiles
| Mean Deviation | 2.18 | |||
| Semi Deviation | 3.45 | |||
| Standard Deviation | 3.67 | |||
| Variance | 13.45 |
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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