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Upright Assets Allocation Plus Fund (UPAAX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

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 including below investment grade, commonly known as "junk bonds"), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

Looking to diversify beyond UPAAX? The mutual funds below have the lowest correlation with UPAAX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from UPAAX.

Best Diversifiers for UPAAX

0 mutual funds have low correlation with UPAAX (below 0.3), 0 of which are negatively correlated. The least correlated is Potomac Tactical Rotation Fund (CRTBX) (Tactical Allocation) with a 1Y correlation of 0.79, roughly unchanged from 0.79 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
CRTBX
Potomac Tactical Rotation Fund0.790.790.79
71
Tactical AllocationUPAAX vs CRTBX
FLMFX
Meeder Muirfield Fund0.810.810.81
61
Tactical AllocationUPAAX vs FLMFX

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Diversification Analysis

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