Nasdaq - Delayed Quote USD
Upright Growth & Income (UPDDX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The fund's adviser seeks to achieve its investment objective using a combination (or hybrid) of three investment styles through value investing, equity income and balance investing by investing normally 50-80% of the fund's net assets in U.S. domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities (normally at or above S&P 500's average dividend yield) or securities with expectations of increasing dividends.
Upright Growth & Income
Livingston NJ 07039
615 West Mount Pleasant Ave
Fund Overview
| Category | Large Value |
| Fund Family | Upright Investments Trust |
| Net Assets | 3.03M |
| YTD Return | 34.32% |
| Yield | 0.45% |
| Morningstar Rating | |
| Inception Date | Oct 10, 2017 |
Fund Operations
| Last Dividend | 0.08 |
| Last Cap Gain | 10.00 |
| Holdings Turnover | 0.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | UPDDX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 2.81% | 0.90% |
| Prospectus Net Expense Ratio | 2.81% | -- |
| Prospectus Gross Expense Ratio | 2.81% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
David Y.S. Chiueh, Lead Manager since October 10, 2017
Chiueh is a senior portfolio manager and president with Upright Financial Corporation. He has been engaged in the securities business since 1990. Morningstar Style Box
Morningstar Category
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