UPAAX Mutual Fund (Upright Assets Allocation Plus Fund) is managed by Upright Investment Trust with $4.2M in net assets. UPAAX expense ratio is 2.49%, holding 34 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2017-10-10.

UPAAX performance shows a YTD return of 31.01%. The 1-year return is 56.97% and the 5-year return is 10.21%. UPAAX dividend yield stands at 0.05%, paid annually.

UPAAX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (20.6%), Taiwan Semi. Mfg. Co., Adr (10.6%), Himax Technologies Inc -sp Adr (9.8%), Direxion Dly S&P 500 Bull (8.7%), Direxion Daily Dow Jones Internet Bull 3X Shares (5.3%). View all UPAAX holdings, sector breakdown, or dividend history.

UPAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UPAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.