Upright Assets Mutual Fund Money Managers
| UPAAX Fund | USD 11.31 0.12 1.05% |
Break down of Upright Assets' management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Upright Assets' future under-performance.
| David Chiueh Executive Fund Manager |
| More |
Upright |
Upright Assets Net Asset Comparison
Upright Assets Allocation is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Tactical Allocation category is currently estimated at about 1.37 Trillion. Upright Assets adds roughly 824,134 in net asset claiming only tiny portion of funds listed under Tactical Allocation category.
Upright Assets Allocation Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Upright Assets Allocation Price Series Summation is a cross summation of Upright Assets price series and its benchmark/peer.
Upright Assets Stakeholder
| David Chiueh | Fund Manager | Profile |
About Upright Assets Management Performance
The success or failure of an entity such as Upright Assets Allocation often depends on how effective the management is. Upright Assets management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Upright management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Upright management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.
Please note that past performance is not an indicator of the future performance of Upright Assets, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upright Assets Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Upright Assets Allocation information on this page should be used as a complementary analysis to other Upright Assets' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.