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UPDDX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

Category: @Large Growth

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
N/A
Min. Initial Investment
2000.00
Fund Existence
about 7 years
Turnover
N/A
Front Load
N/A
Net Assets
3333593.00
Manager Tenure
N/A

Fundamentals

UPDDX
Net Assets
3.33M
Fund Existence
about 7 years
Turnover
0.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
1.44M
Average Credit Quality
N/A
Average Effective Duration
17.23
Average Effective Maturity
25.71
Fund of Funds
No
Fund Share Class Net Assets
3.33M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
17.35
No Load Fund
No
Number of Long Holdings
37.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
48.064
Annual Yield % from dividends
0.50
Returns for 1 year
49.41
Returns for 3 years
24.71
Returns for 5 years
162.96
Returns for 10 years
N/A
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published General Information

General Information

Category LargeGrowth

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