Upright Assets Allocation Fund Quote
| UPAAX Fund | USD 17.77 0.37 2.13% |
PerformanceWeak
| Odds Of DistressLow
|
Upright Assets is trading at 17.77 as of the 5th of January 2026; that is 2.13 percent increase since the beginning of the trading day. The fund's open price was 17.4. Upright Assets has about a 21 % 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 5th of January 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 5th of January 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 6.14%, while the total return for the last 3 years was 9.76%.
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 | 1.59 | |||
| Semi Deviation | 2.4 | |||
| Standard Deviation | 2.16 | |||
| Variance | 4.65 |
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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