Upright Growth Income Fund Quote
| UPDDX Fund | USD 26.71 0.48 1.77% |
PerformanceMild
| Odds Of DistressLow
|
Upright Growth is trading at 26.71 as of the 4th of March 2026; that is 1.77 percent decrease since the beginning of the trading day. The fund's open price was 27.19. Upright Growth has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of December 2025 and ending today, the 4th of March 2026. 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
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Upright Mutual Fund Highlights
| Fund Concentration | Upright Investments Trust Funds, Large Growth Funds, Large Growth, Upright Investments Trust, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2025 |
Upright Growth Income [UPDDX] is traded in USA and was established 4th of March 2026. 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 5.17%, while the total return for the last 3 years was 33.14%.
Check Upright Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Upright Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Upright Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Upright Growth Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Upright Growth Income Risk Profiles
| Mean Deviation | 0.9856 | |||
| Semi Deviation | 1.19 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 |
Upright Growth Against Markets
Upright Mutual Fund Analysis Notes
The fund generated five year return of 14.0%. Upright Growth Income keeps about 21.41% of net assets in cash. Large Growth For more information please call the company at 877-385-2720.Upright Growth Income Investment Alerts
| Latest headline from news.google.com: The Lesson for Investors As the AI Trade Cuts the Other Way - Morningstar | |
| The fund keeps about 21.41% of its net assets in cash |
Top Upright Growth Income Mutual Fund Constituents
| GE | GE Aerospace | Stock | |
| ABBV | AbbVie Inc | Stock | |
| BBBY | Bed Bath Beyond | Stock | |
| CVS | CVS Health Corp | Stock | |
| DIS | Walt Disney | Stock | |
| FGXXX | First American Funds | Money Market Fund | |
| GS | Goldman Sachs Group | Stock | |
| HIMX | Himax Technologies | Stock | |
| MRK | Merck Company | Stock | |
| NVDA | NVIDIA | Stock | |
| SIMO | Silicon Motion Technology | Stock | |
| TEVA | Teva Pharma Industries | Stock | |
| WBA | Walgreens Boots Alliance | Stock | |
| XOM | Exxon Mobil Corp | Stock |
Upright Growth Outstanding Bonds
Upright Growth issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upright Growth Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upright bonds can be classified according to their maturity, which is the date when Upright Growth Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Upright Growth Predictive Daily Indicators
Upright Growth intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Upright Growth mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 26.71 | |||
| Day Typical Price | 26.71 | |||
| Price Action Indicator | (0.24) | |||
| Period Momentum Indicator | (0.48) | |||
| Relative Strength Index | 16.51 |
Upright Growth Forecast Models
Upright Growth's time-series forecasting models are one of many Upright Growth's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Upright Growth's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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