Upright Growth is trading at 9.35 as of the 22nd of November 2024; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.36. Upright Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Upright Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25 percent of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.. More on Upright Growth Fund
Upright Growth Fund [UPUPX] is traded in USA and was established 22nd of November 2024. Upright Growth is listed under Upright Investments Trust category by Fama And French industry classification. The fund is listed under Technology category and is part of Upright Investments Trust family. This fund at this time has accumulated 14.37 M in net assets with minimum initial investment of 2 K. Upright Growth is currently producing year-to-date (YTD) return of 12.58% with the current yeild of 0.02%, while the total return for the last 3 years was -4.14%.
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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 Fund 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.
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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