UPUPX Upright Growth Forecast, Technical & Fundamental Analysis

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).

The investment seeks long-term growth of capital. The fund primarily invests in common stock, equity and fixed income exchange-traded funds, 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.

The average market capitalization across the Upright Growth MF is 1.4T. The market cap for tickers in the group ranges from 2.41B to 4.51T. AAPL holds the highest valuation in this group at 4.51T. The lowest valued company is HIMX at 2.41B.

The average weekly volume growth across all stocks in the Upright Growth MF was 30%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -48%