UPDDX Upright Growth & Income Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Upright Growth & Income MF is 1.31T. The market cap for tickers in the group ranges from 4.22B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is HIMX at 4.22B.

The average weekly volume growth across all stocks in the Upright Growth & Income MF was 0%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 22%