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UPUPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$10.75
Change
+$0.20 (+1.90%)
Net Assets
22.95M

UPUPX Upright Growth Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

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)
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A.I. Advisor
published General Information

General Information

Category Technology

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

Correlation & Price change

A.I.dvisor indicates that over the last year, UPUPX has been closely correlated with PRGTX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if UPUPX jumps, then PRGTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPUPX
1D Price
Change %
UPUPX100%
+1.90%
PRGTX - UPUPX
80%
Closely correlated
+1.25%
FSPTX - UPUPX
79%
Closely correlated
+1.74%
SCIRX - UPUPX
76%
Closely correlated
+1.39%
VITAX - UPUPX
75%
Closely correlated
+1.56%
SCMIX - UPUPX
75%
Closely correlated
+1.38%
More