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UPDDX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$15.67
Change
-$1.76 (-10.10%)
Net Assets
2.98M

UPDDX Upright Growth & Income Forecast, Technical & Fundamental Analysis

The investment seeks current income consistent with growth of capital... Show more

Category: #Large Growth
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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 593.71B. The market cap for tickers in the group ranges from 1.18B to 2.48T. NVDA holds the highest valuation in this group at 2.48T. The lowest valued company is HIMX at 1.18B.

Volume

The average weekly volume growth across all stocks in the Upright Growth & Income MF was 45%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 35
P/E Growth Rating: 68
Price Growth Rating: 60
SMR Rating: 43
Profit Risk Rating: 34
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
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
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UPDDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UPDDX has been closely correlated with VIGAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if UPDDX jumps, then VIGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPDDX
1D Price
Change %
UPDDX100%
N/A
VIGAX - UPDDX
88%
Closely correlated
N/A
VIGIX - UPDDX
88%
Closely correlated
N/A
VIGRX - UPDDX
88%
Closely correlated
N/A
FAFGX - UPDDX
79%
Closely correlated
N/A
FFAFX - UPDDX
79%
Closely correlated
N/A
More