UPUPX

AS OF

Dec 24 closing price

Price

$13.10

Change

+$0.05 (+0.38%)

Net Assets

24.21M

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UPUPX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Upright Growth (UPUPX) Ownership - Who owns Upright Growth?

The investment seeks long-term growth of capital... Show more

Category: #Technology

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

UPUPX

Net Assets

24.2M

Fund Existence

almost 27 years

Turnover

0.65

Total Expense Ratio

3.32

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Technology

Administrative Fee

N/A

Annual Report Gross Expense Ratio

3.32

Assets in Top Ten Holdings

16.7M

Average Credit Quality

Average Effective Duration

16.64

Average Effective Maturity

26.05

Fund of Funds

Fund Share Class Net Assets

24.3M

Fund Type

OpenEnd

Index Fund

Management Fee

1.50

Modified Duration

16.24

No Load Fund

Yes

Number of Long Holdings

31.00

Number of Net Holdings

31.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.11

Weighting Top Ten Holdings

71.90%

Gain YTD

21.634

Annual Yield % from dividends

0.00

Returns for 1 year

18.23

Returns for 3 years

65.51

Returns for 5 years

43.49

Returns for 10 years

8.64

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General Information

Category Technology

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Fundamentals

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