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Nasdaq - Delayed Quote USD
Upright Growth & Income (UPDDX)
17.63
-0.32
(-1.78%)
As of 8:07:18 AM EDT. Market Open.
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17.95 - YTD Return 3.29%
- Expense Ratio 2.81%
- Category Large Growth
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 3.43M
- Beta (5Y Monthly) 1.66
- Yield 0.00%
- 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 Growth
Fund Category
3.43M
Net Assets
2017-10-10
Inception Date
Performance Overview: UPDDX
View MoreTrailing returns as of 3/27/2025. Category is Large Growth.
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Holdings: UPDDX
View MoreSector Weightings
SectorUPDDX
Technology 61.24%
Financial Services 12.01%
Healthcare 9.69%
Consumer Cyclical 6.54%
Industrials 4.82%
Communication Services 2.56%
Energy 1.44%
Real Estate 0.79%
Utilities 0.51%
Basic Materials 0.22%
Consumer Defensive 0.20%
Recent News: UPDDX
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