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Morningstar

Upright Assets Allocation Plus UPAAX

Morningstar Medalist Rating
Medalist Rating as of | See Upright Investment Hub
  • NAV / 1-Day Return 11.47  /  −0.43 %
  • Total Assets 2.0 Mil
  • Adj. Expense Ratio
    2.830%
  • Expense Ratio 2.830%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Limited
  • TTM Yield 0.71%
  • Turnover —

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis UPAAX

Will UPAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UPAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UPAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UPAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upright Assets Allocation Plus earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UPAAX

More UPAAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—