Upright Growth & Income Fund
UPDDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Upright Investments Trust
Manager/Tenure
(Years)
(Years)
David Y.S. Chiueh (7)
Website
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Address
Upright Investments Trust
Livingston NJ - 7039
Livingston NJ - 7039
Country
United States
Phone Number
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Investment Strategy
The investment seeks current income consistent with growth of capital. 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.