Upright Growth & Income (UPDDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

30.48

-0.44 (-1.42%)

At close: Oct 16, 2026

Fund Assets	5.69M
Expense Ratio	2.506%
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	30.92
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	29
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 Equity Income

Performance Rating Average

Risk Rating High

Stock Exchange Nasdaq

Ticker Symbol UPDDX

Index S&P 500 TR

Top 10 Holdings

86.90% of assets

Name	Symbol	Weight
Cash & Cash Equivalents	n/a	30.29%
NVIDIA Corporation	NVDA	14.76%
Himax Technologies, Inc.	HIMX	13.47%
Taiwan Semiconductor Manufacturing Company Limited	TSM	8.39%
Teva Pharmaceutical Industries Limited	TEVA	4.16%
Direxion Daily Dow Jones Internet Bull 3X ETF	WEBL	3.63%
The Goldman Sachs Group, Inc.	GS	3.55%
Direxion Daily Financial Bull 3X ETF	FAS	3.36%
AbbVie Inc.	ABBV	2.65%
Direxion Daily Small Cap Bull 3X ETF	TNA	2.64%

View More Holdings