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UPAAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

Category: @Trading

Profile

Category
Tactical Allocation
Address
Upright Investments Trust615 West Mount Pleasant AveLivingston
Phone
N/A
Web
N/A

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
N/A
Min. Initial Investment
2000.00
Fund Existence
about 7 years
Turnover
N/A
Front Load
N/A
Net Assets
2350801.00
Manager Tenure
N/A

Fundamentals

UPAAX
Net Assets
2.35M
Fund Existence
about 7 years
Turnover
0.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
1.26M
Average Credit Quality
N/A
Average Effective Duration
8.24
Average Effective Maturity
12.25
Fund of Funds
No
Fund Share Class Net Assets
2.35M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
8.29
No Load Fund
No
Number of Long Holdings
37.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
19.031
Annual Yield % from dividends
0.71
Returns for 1 year
34.74
Returns for 3 years
-4.05
Returns for 5 years
93.15
Returns for 10 years
N/A
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Upright Investments Trust615 West Mount Pleasant AveLivingston
Phone
N/A
Web
N/A