Upright Growth & Income (UPDDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

32.38

+0.55 (1.73%)

At close: Aug 27, 2026

-3.08% (1Y)

Fund Assets	5.49M
Expense Ratio	2.53%
Min. Investment	$2,000
Turnover	0.11%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	31.83
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	29.89
52-Week High	34.64
Beta (5Y)	1.76
Holdings	31
Inception Date	Oct 10, 2017

About UPDDX

The Upright Growth & Income Fund is an actively managed mutual fund that combines dual objectives of generating current income and capital growth. It invests between 50% and 80% of its assets in U.S. domiciled equity securities, seeking above-average dividend-paying stocks or those with potential for increasing dividends. The fund's strategy incorporates a mix of value investing, equity income, and balance investing, diversifying its portfolio across various industries. Notably, it holds significant positions in technology and healthcare sectors, reflecting its focus on growth potential alongside income generation. Despite its high expense ratio, the fund plays a role in the financial market by providing investors with a hybrid approach to equity investment, balancing risk and reward.

Fund Family Upright Investments Trust

Category Large Growth

Performance Rating Average

Risk Rating High

Stock Exchange NASDAQ

Ticker Symbol UPDDX

Index S&P 500 TR

Top 10 Holdings

82.41% of assets

Name	Symbol	Weight
Cash & Cash Equivalents	n/a	25.24%
NVIDIA Corporation	NVDA	16.08%
Himax Technologies, Inc.	HIMX	8.64%
Taiwan Semiconductor Manufacturing Company Limited	TSM	7.42%
Tapestry, Inc.	TPR	7.12%
Teva Pharmaceutical Industries Limited	TEVA	4.63%
The Goldman Sachs Group, Inc.	GS	3.71%
Direxion Daily Financial Bull 3X ETF	FAS	3.38%
Direxion Daily Dow Jones Internet Bull 3X ETF	WEBL	3.32%
AbbVie Inc.	ABBV	2.86%

View More Holdings