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Nasdaq - Delayed Quote USD

Upright Growth & Income (UPDDX)

17.06
-0.57
(-3.23%)
At close: March 28 at 8:02:18 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

Fund Summary

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.

Fund Overview

Category Large Growth
Fund Family Upright Investments Trust
Net Assets 3.43M
YTD Return 3.29%
Yield 0.00%
Morningstar Rating
Inception Date Oct 10, 2017

Performance & Risk

YTD Return -12.20%
5y Average Return 21.51%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.66
Morningstar Risk Rating

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