Upright Assets Allocation Fund Quote
| UPAAX Fund | USD 18.41 0.30 1.60% |
PerformanceSoft
| Odds Of DistressLow
|
Upright Assets is trading at 18.41 as of the 4th of February 2026; that is 1.6 percent decrease since the beginning of the trading day. The fund's open price was 18.71. Upright Assets has about a 23 % 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 6th of November 2025 and ending today, the 4th of February 2026. 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
Moving together with Upright Mutual Fund
Upright Mutual Fund Highlights
| Fund Concentration | Upright Investments Trust Funds, Large Blend Funds, Tactical Allocation, Upright Investments Trust, Tactical Allocation, Tactical Allocation (View all Sectors) |
| Update Date | 31st of December 2025 |
Upright Assets Allocation [UPAAX] is traded in USA and was established 4th of February 2026. 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. 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 6.32% with the current yeild of 0.0%, while the total return for the last 3 years was 21.51%.
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.
Upright Assets Allocation Risk Profiles
| Mean Deviation | 1.41 | |||
| Semi Deviation | 2.15 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.37 |
Upright Assets Against Markets
Upright Mutual Fund Analysis Notes
The fund generated five year return of 11.0%. Upright Assets Allocation keeps about 19.65% of net assets in cash. Large Blend For more information please call the company at 877-385-2720.Upright Assets Allocation Investment Alerts
| The fund keeps about 19.65% of its net assets in cash |
Top Upright Assets Allocation Mutual Fund Constituents
| PG | Procter Gamble | Stock | |
| KWEB | KraneShares CSI China | Etf | |
| VSS | Vanguard FTSE All World | Etf | |
| VNQ | Vanguard Real Estate | Etf | |
| VEMIX | Vanguard Emerging Markets | Mutual Fund | |
| SIMO | Silicon Motion Technology | Stock | |
| MCHI | iShares MSCI China | Etf | |
| ABBV | AbbVie Inc | Stock | |
| KEM | KraneShares | Etf | |
| HIMX | Himax Technologies | Stock | |
| FXFXX | First American Funds | Money Market Fund | |
| FGZXX | First American Funds | Money Market Fund | |
| FGXXX | First American Funds | Money Market Fund | |
| ERX | Direxion Daily Energy | Etf | |
| BIDU | Baidu Inc | Stock | |
| BBBY | Bed Bath Beyond | Stock | |
| VGSIX | Vanguard Reit Index | Mutual Fund | |
| VEIEX | Vanguard Emerging Markets | Mutual Fund |
Upright Assets Outstanding Bonds
Upright Assets issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upright Assets Allocation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upright bonds can be classified according to their maturity, which is the date when Upright Assets Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Upright Assets Predictive Daily Indicators
Upright Assets intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Upright Assets mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 18.41 | |||
| Day Typical Price | 18.41 | |||
| Price Action Indicator | (0.15) | |||
| Period Momentum Indicator | (0.30) | |||
| Relative Strength Index | 52.06 |
Upright Assets Forecast Models
Upright Assets' time-series forecasting models are one of many Upright Assets' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Upright Assets' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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