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UPDDX
Mutual Fund ticker: NASDAQ
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UPDDX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), ABBVIE (NYSE:ABBV).

Industry description

The investment seeks current income consistent with growth of capital. The fund's adviser seeks to achieve its investment objective using a combination (or hybrid) of three investment styles through value investing, equity income and balance investing by investing normally 50-80% of the fund's net assets in U.S. domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities (normally at or above S&P 500's average dividend yield) or securities with expectations of increasing dividends.

Market Cap

The average market capitalization across the Upright Growth & Income MF is 793.25B. The market cap for tickers in the group ranges from 917M to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is HIMX at 917M.

Volume

The average weekly volume growth across all stocks in the Upright Growth & Income MF was 95%. For the same stocks of the MF, the average monthly volume growth was 74% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 27
P/E Growth Rating: 58
Price Growth Rating: 53
SMR Rating: 43
Profit Risk Rating: 28
Seasonality Score: 36 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Upright Investments Trust615 West Mount Pleasant AveLivingston
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