UPAAX Mutual Fund
NAV$22.72
AUM$4M
TER2.49%
Holdings34
UPAAX Mutual Fund
NAV$22.72
Upright Assets Allocation Plus Fund
AUM$4M
TER2.49%
Holdings34
See inside every mutual fund you own
$29/moCancel anytime.
See the full sector breakdown of UPAAX
Sector concentration, industry allocation and the exact weight of every sector.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
UPAAX Mutual Fund Sector Allocation
UPAAX sector allocation breaks down across Unknown (51.6%), Information Technology (26.6%), Financials (15.9%), Health Care (5.9%), Communication Services (0.3%). Across 34 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UPAAX sector exposure is important for understanding concentration risk. With Unknown at 51.6%, the fund has significant sector concentration.
UPAAX geographic allocation shows country exposure. UPAAX overlap calculator reveals how sector exposure compares with other funds.