Nasdaq - Delayed Quote USD
Upright Growth & Income (UPDDX)
As of 8:06 AM EST. Market Open.
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9/21 12:03 PM
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18.89 - YTD Return 36.60%
- Expense Ratio 2.81%
- Category Large Value
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 3.08M
- Beta (5Y Monthly) 1.78
- Yield 0.44%
- 5y Average Return --
- Holdings Turnover 0.00%
- Last Dividend 0.08
- Inception Date Oct 10, 2017
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.
Upright Investments Trust
Fund Family
Large Value
Fund Category
3.08M
Net Assets
2017-10-10
Inception Date
Performance Overview: UPDDX
View MoreTrailing returns as of 11/21/2024. Category is Large Value.
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Holdings: UPDDX
View MoreTop 10 Holdings (67.28% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorUPDDX
Technology 64.15%
Healthcare 11.30%
Financial Services 10.37%
Consumer Cyclical 4.82%
Industrials 4.27%
Communication Services 1.96%
Energy 1.53%
Real Estate 0.86%
Utilities 0.36%
Basic Materials 0.19%
Consumer Defensive 0.18%
Recent News: UPDDX
View MoreResearch Reports: UPDDX
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GQGPX GQG Partners Emerging Markets Equity Inv
16.78
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16.90
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KNPAX Kinetics Paradigm Adv A
166.04
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KNPCX Kinetics Paradigm Adv C
148.09
+3.90%
KNPYX Kinetics Paradigm Instl
177.44
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WWNPX Kinetics Paradigm No Load
174.82
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KMKCX Kinetics Market Opportunities Adv C
86.56
+3.57%
KMKNX Kinetics Market Opportunities No Load
93.38
+3.56%
KMKYX Kinetics Market Opportunities Inst
95.07
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KMKAX Kinetics Market Opportunities Adv A
91.59
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LSHCX Kinetics Spin-Off and Corp Rest Adv C
38.79
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LSHUX Kinetics Spin-Off and Corp Rest Instl
43.64
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WWWFX Kinetics Internet No Load
115.70
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KINCX Kinetics Internet Adv C
85.16
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KINAX Kinetics Internet Adv A
104.40
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
43.21
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LSHEX Kinetics Spin-Off and Corp Rest No Load
45.67
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KSCYX Kinetics Small Cap Opportunities Inst
219.44
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KSOAX Kinetics Small Cap Opportunities Adv A
204.75
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KSCOX Kinetics Small Cap Opportunities No Load
213.90
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KSOCX Kinetics Small Cap Opportunities Adv C
191.40
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57.84
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65.49
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NEAIX Needham Aggressive Growth Institutional
49.77
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47.16
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58.25
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16.12
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KGLAX Kinetics The Global Fund
17.55
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WWWEX Kinetics Global No Load
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68.40
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143.50
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RYMDX Rydex Mid-Cap 1.5x Strategy H
144.16
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22.06
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21.35
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PICMX Virtus KAR Mid-Cap Growth I
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NPSGX Nicholas Partners Small Cap Gr Instl
17.73
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18.78
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33.46
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CSMIX Columbia Small Cap Value I A
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45.69
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