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UPUPX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Upright Growth (UPUPX) Ownership - Who owns Upright Growth?

The investment seeks long-term growth of capital... Show more

Category: #Technology

Profile

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

Details

Group
Domestic Stock Funds
Category
Technology
Total Expense Ratio
1.94
Min. Initial Investment
2000.00
Fund Existence
over 26 years
Turnover
0.81
Front Load
N/A
Net Assets
17565356.00
Manager Tenure
N/A

Fundamentals

UPUPX
Net Assets
17.6M
Fund Existence
over 26 years
Turnover
0.81
Total Expense Ratio
1.94
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Technology
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.94
Assets in Top Ten Holdings
16.7M
Average Credit Quality
4
Average Effective Duration
16.89
Average Effective Maturity
25.82
Fund of Funds
No
Fund Share Class Net Assets
17.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.50
Modified Duration
16.77
No Load Fund
Yes
Number of Long Holdings
30.00
Number of Net Holdings
30.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.06
Weighting Top Ten Holdings
85.43%
Gain YTD
-18.849
Annual Yield % from dividends
0.00
Returns for 1 year
11.20
Returns for 3 years
-10.06
Returns for 5 years
93.96
Returns for 10 years
-33.07
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General Information

Category Technology

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