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UPAAX
Mutual Fund ticker: NASDAQ
AS OF
May 21 closing price
Price
$13.05
Change
-$0.41 (-3.05%)
Net Assets
2.38M

UPAAX price forecast, quote, news & analysis

The investment seeks total return... Show more

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Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM).

Industry description

The investment seeks total return. 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 (corporate bonds and notes of domestic and foreign issuers of any maturity and credit quality), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

Market Cap

The average market capitalization across the Upright Assets Allocation Plus MF is 215.81B. The market cap for tickers in the group ranges from 1.44B to 838.9B. TSM holds the highest valuation in this group at 838.9B. The lowest valued company is HIMX at 1.44B.

Volume

The average weekly volume growth across all stocks in the Upright Assets Allocation Plus MF was -21%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 52%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 15
P/E Growth Rating: 79
Price Growth Rating: 41
SMR Rating: 100
Profit Risk Rating: 41
Seasonality Score: 36 (-100 ... +100)
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General Information

Category ModerateAllocation

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