Upright Growth Income Fund Quote

UPDDX Fund  USD 18.29  0.05  0.27%   

Performance

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Odds Of Distress

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Upright Growth is trading at 18.29 as of the 21st of March 2025; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 18.24. Upright Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The funds adviser seeks to achieve its investment objective using a combination of three investment styles through value investing, equity income and balance investing by investing normally 50-80 percent of the funds net assets in U.S. domiciled equity securities broadly diversified by company and industry seeks above-average dividend-paying equity securities or securities with expectations of increasing dividends. More on Upright Growth Income

Moving together with Upright Mutual Fund

  0.98UPAAX Upright Assets AllocationPairCorr
  0.91UPUPX Upright GrowthPairCorr
  0.94FAFGX American FundsPairCorr
  0.94FFAFX American FundsPairCorr
  0.94GFACX Growth FundPairCorr

Upright Mutual Fund Highlights

Fund ConcentrationUpright Investments Trust Funds, Large Growth Funds, Large Growth, Upright Investments Trust, Large Value, Large Value (View all Sectors)
Update Date31st of March 2025
Upright Growth Income [UPDDX] is traded in USA and was established 21st of March 2025. Upright Growth is listed under Upright Investments Trust category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Upright Investments Trust family. This fund at this time has accumulated 825.95 K in net assets with minimum initial investment of 2 K. Upright Growth Income is currently producing year-to-date (YTD) return of 3.29%, while the total return for the last 3 years was 11.1%.
Check Upright Growth Probability Of Bankruptcy

Instrument Allocation

Top Upright Growth Income Mutual Fund Constituents

GEGE AerospaceStockIndustrials
ABBVAbbVie IncStockHealth Care
CVSCVS Health CorpStockHealth Care
DISWalt DisneyStockCommunication Services
FGXXXFirst American FundsMoney Market FundUS Money Market Fund
GSGoldman Sachs GroupStockFinancials
HIMXHimax TechnologiesStockInformation Technology
MRKMerck CompanyStockHealth Care
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Upright Growth Income Risk Profiles

Upright Growth Against Markets

Other Information on Investing in Upright Mutual Fund

Upright Growth financial ratios help investors to determine whether Upright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Upright with respect to the benefits of owning Upright Growth security.
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