FMR LLC Bolsters Holdings in Silicon Motion Technology Corp
UPDDX Fund | USD 19.24 0.05 0.26% |
Slightly above 62% of Upright Growth's investor base is looking to short. The analysis of overall sentiment of trading Upright Growth Income mutual fund suggests that many investors are alarmed at this time. Upright Growth's investing sentiment can be driven by a variety of factors including economic data, Upright Growth's earnings reports, geopolitical events, and overall market trends.
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Overview of the Recent Transaction On November 8, 2024, FMR LLC , a prominent investment firm, expanded its portfolio by acquiring an additio
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Upright Growth Fundamental Analysis
We analyze Upright Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Upright Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Upright Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Three Year Return
Three Year Return Comparative Analysis
Upright Growth is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Upright Growth Income Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Upright Growth mutual fund to make a market-neutral strategy. Peer analysis of Upright Growth could also be used in its relative valuation, which is a method of valuing Upright Growth by comparing valuation metrics with similar companies.
Peers
Upright Growth Related Equities
UPAAX | Upright Assets | 1.22 | ||||
UPUPX | Upright Growth | 0.74 | ||||
VTSMX | Vanguard Total | 0.43 | ||||
INDEX | Sp 500 | 0.32 | ||||
THMAX | Thrivent Moderate | 0.30 | ||||
USPRX | Sp 500 | 0.29 | ||||
VIGAX | Vanguard Growth | 0.07 | ||||
VWELX | Vanguard Wellington | 0.06 | ||||
FCNTX | Fidelity Contrafund | 0.09 |
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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