UPAAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

The investment seeks total return... Show more

Category: #Trading

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

UPAAX

Net Assets

1.83M

Fund Existence

over 7 years

Turnover

0.00

Total Expense Ratio

3.28

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

3.28

Assets in Top Ten Holdings

1.26M

Average Credit Quality

Average Effective Duration

5.18

Average Effective Maturity

7.87

Fund of Funds

Fund Share Class Net Assets

1.83M

Fund Type

OpenEnd

Index Fund

Management Fee

1.30

Modified Duration

5.14

No Load Fund

Yes

Number of Long Holdings

35.00

Number of Net Holdings

35.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.41

Weighting Top Ten Holdings

67.90%

Gain YTD

-26.286

Annual Yield % from dividends

0.00

Returns for 1 year

-10.18

Returns for 3 years

-13.24

Returns for 5 years

47.76

Returns for 10 years

N/A

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Category Trading

Profile

Fundamentals

Details