Upright Assets Allocation Plus Fund (UPAAX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UPAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UPAAX
UPAAX charges 2.49% annually. There are 75 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | UPAAX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | UPAAX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | UPAAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | UPAAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | UPAAX vs GPIFX |
Best Risk-Adjusted Alternatives to UPAAX
Among 78 mutual funds in the Tactical Allocation category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | UPAAX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | UPAAX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | UPAAX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | UPAAX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | UPAAX vs ABRZX |
Top Performing UPAAX Alternatives (YTD)
Among 78 mutual funds in the Tactical Allocation category with YTD return data, the top-performing alternatives shown here go as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | UPAAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | UPAAX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | UPAAX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | UPAAX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | UPAAX vs CRDBX |
Lowest Volatility Alternatives to UPAAX
UPAAX has 29.54% 1-year volatility. There are 78 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | UPAAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | UPAAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | UPAAX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | UPAAX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | UPAAX vs SFHYX |
Lowest Drawdown Alternatives to UPAAX
Among 78 mutual funds in the Tactical Allocation category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | UPAAX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | UPAAX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | UPAAX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | UPAAX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | UPAAX vs ASTIX |
Other Mutual Funds from Upright Investments Trust
The 2 most viewed Upright Investments Trust mutual funds shown here include UPDDX, UPUPX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Upright Growth & Income Fund | Large Cap Value Equities | — | — | — | Oct 2017 | UPAAX vs UPDDX | |
| Upright Growth Fund | Technology Equities | 47 | 31.89% | — | Jan 1999 | UPAAX vs UPUPX |
Often Compared With UPAAX
Investors most often compare UPAAX with HFSAX, SIRIX, QDSNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare UPAAX with Any Fund or Stock
Compare UPAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UPAAX with funds that move differently
Upright Assets Allocation Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UPAAX.
Explore UPAAX Diversifiers