Morningstar

Upright Assets Allocation Plus Fund UPAAX

Medalist Rating as of Aug 31, 2026 See Upright Investment Hub

Strategy

The investment seeks total return. The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are: Equity Securities, Fixed Income Securities (corporate bonds and notes of domestic and foreign issuers of any maturity and credit quality), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
UPAAX	Upright Assets Allocation Plus Fund	No Load	Limited			Oct 10, 2017	$4.13M	2.490%	High	$2,000	$315,458.94

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