Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), ABBVIE (NYSE:ABBV), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Plug Power (NASDAQ:PLUG).
Industry description
The investment seeks long-term growth of capital.
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.
Market Cap
The average market capitalization across the Upright Growth MF is 716.59B. The market cap for tickers in the group ranges from 1.35B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is HIMX at 1.35B.
Volume
The average weekly volume growth across all stocks in the Upright Growth MF was 159%. For the same stocks of the MF, the average monthly volume growth was 133% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 43
P/E Growth Rating: 53
Price Growth Rating: 37
SMR Rating: 52
Profit Risk Rating: 32
Seasonality Score: 22 (-100 ... +100)