UPAAX Mutual Fund

NAV$23.11

AUM$4M

TER2.49%

Holdings32

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UPAAX Mutual Fund

NAV$23.11

Upright Assets Allocation Plus Fund

AUM$4M

TER2.49%

Holdings32

See how much of UPAAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	96.14%
2	Taiwan	Asia-Pacific	2.99%
3	Israel	Middle East & Africa	1.52%

UPAAX Mutual Fund Geographic Allocation

UPAAX geographic allocation spans US (96.1%), Taiwan (3.0%), Israel (1.5%). The fund covers 3 regions.

UPAAX country exposure helps investors assess international diversification and geopolitical risk. UPAAX sectors alongside geography give a fuller picture of portfolio allocation.