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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 Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Category

Large Value

Address

Upright Investments Trust615 West Mount Pleasant AveLivingston

Phone

N/A

Web

N/A

Details

Group

Domestic Stock Funds

Category

Large Value

Total Expense Ratio

N/A

Min. Initial Investment

2000.00

Fund Existence

almost 7 years

Turnover

N/A

Front Load

N/A

Net Assets

2977784.00

Manager Tenure

N/A

Fundamentals

UPDDX

Net Assets

2.98M

Fund Existence

almost 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 Value

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

2.98M

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

30.600

Annual Yield % from dividends

0.50

Returns for 1 year

55.33

Returns for 3 years

21.43

Returns for 5 years

158.26

Returns for 10 years

N/A

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General Information

Category LargeValue

Profile

Fundamentals

Details

Category

Large Value

Address

Upright Investments Trust615 West Mount Pleasant AveLivingston

Phone

N/A

Web

N/A