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

Details

Group

Domestic Stock Funds

Fundamentals

UPDDX

Net Assets

2.65M

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

Average Effective Duration

16.89

Average Effective Maturity

25.82

Fund of Funds

Fund Share Class Net Assets

2.65M

Fund Type

OpenEnd

Index Fund

Management Fee

1.50

Modified Duration

16.77

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

34.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.21

Weighting Top Ten Holdings

69.68%

Gain YTD

-20.175

Annual Yield % from dividends

0.00

Returns for 1 year

6.82

Returns for 3 years

17.76

Returns for 5 years

114.62

Returns for 10 years

N/A

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General Information

Category LargeGrowth

Profile

Fundamentals

Details