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Morningstar

Upright Growth & Income UPDDX

Morningstar Medalist Rating
Medalist Rating as of | See Upright Investment Hub
  • NAV / 1-Day Return 14.31  /  +2.07 %
  • Total Assets 2.4 Mil
  • Adj. Expense Ratio
    3.090%
  • Expense Ratio 3.090%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 0.50%
  • Turnover —

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis UPDDX

Will UPDDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UPDDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UPDDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UPDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Upright Growth& Income's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UPDDX

More UPDDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Himax Technologies Inc ADR

13.06 303,500
Technology

NVIDIA Corp

12.78 297,132
Technology

Direxion Daily Dow Jones Int Bl 3X ETF

5.87 136,440
—

Fidelity Inv MM Government I

5.26 122,271
Cash and Equivalents

Direxion Daily Financial Bull 3X ETF

4.62 107,445
—

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.47 104,000
Technology

Direxion Daily Semicondct Bull 3X ETF

4.05 94,200
—

ASE Technology Holding Co Ltd ADR

4.05 94,100
Technology

AbbVie Inc

4.00 92,982
Healthcare

Silicon Motion Technology Corp ADR

3.95 91,905
Technology