UPAAX Mutual Fund

UPAAX Mutual Fund (Upright Assets Allocation Plus Fund) is managed by Upright Investment Trust with $4.5M in net assets. UPAAX expense ratio is 2.49%, holding 34 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2017-10-10.

UPAAX performance shows a YTD return of 27.01%. The 1-year return is 46.16% and the 5-year return is 10.27%. UPAAX dividend yield stands at 0.05%, paid annually.

UPAAX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (20.6%), Taiwan Semiconductor - 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%). Go to all UPAAX holdings, UPAAX sectors, or UPAAX dividends.

UPAAX can be compared against other funds. Use UPAAX overlap to find shared positions, or UPAAX vs another fund for a side-by-side view. UPAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.