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UPDDX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Upright Growth & Income (UPDDX) Ownership - Who owns Upright Growth & Income?

The investment seeks current income consistent with growth of capital... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

UPDDX

Net Assets

4.23M

Fund Existence

about 8 years

Turnover

0.00

Total Expense Ratio

2.81

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.81

Assets in Top Ten Holdings

1.44M

Average Credit Quality

Average Effective Duration

16.65

Average Effective Maturity

26.00

Fund of Funds

Fund Share Class Net Assets

4.23M

Fund Type

OpenEnd

Index Fund

Management Fee

1.50

Modified Duration

16.27

No Load Fund

Yes

Number of Long Holdings

33.00

Number of Net Holdings

33.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.21

Weighting Top Ten Holdings

75.42%

Gain YTD

28.204

Annual Yield % from dividends

0.00

Returns for 1 year

31.59

Returns for 3 years

163.23

Returns for 5 years

187.71

Returns for 10 years

N/A

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General Information

Category LargeGrowth

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