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UPAAX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$14.77
Change
+$0.24 (+1.65%)
Net Assets
2.62M

UPAAX Upright Assets Allocation Plus Forecast, Technical & Fundamental Analysis

Category Trading
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A.I.Advisor
published Highlights

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 226.58B. The market cap for tickers in the group ranges from 1.55B to 881.13B. TSM holds the highest valuation in this group at 881.13B. The lowest valued company is HIMX at 1.55B.

Volume

The average weekly volume growth across all stocks in the Upright Assets Allocation Plus MF was -4%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 17
P/E Growth Rating: 53
Price Growth Rating: 51
SMR Rating: 58
Profit Risk Rating: 36
Seasonality Score: 58 (-100 ... +100)
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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
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UPAAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UPAAX has been closely correlated with ARANX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if UPAAX jumps, then ARANX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAAX
1D Price
Change %
UPAAX100%
+1.65%
ARANX - UPAAX
95%
Closely correlated
+0.82%
ACRIX - UPAAX
95%
Closely correlated
+0.82%
ARAAX - UPAAX
95%
Closely correlated
+0.87%
CARYX - UPAAX
81%
Closely correlated
+0.42%
CRAZX - UPAAX
81%
Closely correlated
+0.42%
More