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UPDDX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Upright Growth & Income (UPDDX) Ownership - Who owns Upright Growth & Income?

The investment seeks current income consistent with growth of capital... Show more

Category: #Large Growth
#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Large Growth
Address
Upright Investments Trust615 West Mount Pleasant AveLivingston
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
2.81
Min. Initial Investment
2000.00
Fund Existence
over 7 years
Turnover
N/A
Front Load
N/A
Net Assets
3791151.00
Manager Tenure
N/A

Fundamentals

UPDDX
Net Assets
3.79M
Fund Existence
over 7 years
Turnover
0.00
Total Expense Ratio
2.81
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.81
Assets in Top Ten Holdings
1.44M
Average Credit Quality
4
Average Effective Duration
16.90
Average Effective Maturity
25.88
Fund of Funds
No
Fund Share Class Net Assets
3.79M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.50
Modified Duration
16.65
No Load Fund
Yes
Number of Long Holdings
33.00
Number of Net Holdings
33.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.21
Weighting Top Ten Holdings
74.87%
Gain YTD
14.256
Annual Yield % from dividends
0.00
Returns for 1 year
20.46
Returns for 3 years
107.56
Returns for 5 years
168.11
Returns for 10 years
N/A
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Upright Investments Trust615 West Mount Pleasant AveLivingston
Phone
N/A
Web
N/A