Mutual Funds Holding CDL

Mutual Funds Holding CDL
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free
1
Total Funds
UPAAX
Highest: 1.9%
UPAAX
Lowest ER: 2.49%
1.86%
Avg Weight

All 1 Mutual Funds with CDL

Fund ↕Weight ↓
UPAAX
Upright Assets Allocation Plus Fund
1.86%View
How are scores calculated?
Compare Top Funds
UPAAX vs UPAAX
Tax-Loss Harvest
Find alternatives to UPAAX
Advanced Screener
Filter by 50+ criteria
View UPAAX
Highest CDL exposure
Find mutual funds holding:AAPLMSFTAMZNMETANVDAMore →
★The Portfolio X-Ray: see what you actually own Cancel anytime★
FundXLS

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.

✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From MarketXLS, trusted since 2014