Upright Growth & Income holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Upright Growth & Income Fund UPDDX
- NAV / 1-Day Return 32.10 / +0.50 %
- Total Assets 5.7M
-
Adj. Expense Ratio
2.530%
- Expense Ratio 2.280%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Limited
- TTM Yield 0.00
- Turnover 0%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis UPDDX
Will UPDDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash & Cash Equivalents | 25.24 | 1M | Cash and Equivalents |
NVIDIA Corp | 16.08 | 732,480 | Technology |
Himax Technologies Inc ADR | 8.64 | 393,500 | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 7.42 | 337,950 | Technology |
Tapestry Inc | 7.12 | 324,553 | Consumer Cyclical |
Teva Pharmaceutical Industries Ltd ADR | 4.63 | 210,840 | Healthcare |
The Goldman Sachs Group Inc | 3.71 | 169,198 | Financial Services |
Direxion Daily Financial Bull 3X ETF | 3.38 | 154,050 | — |
Direxion Daily Dow Jones Int Bl 3X ETF | 3.32 | 151,380 | — |
AbbVie Inc | 2.86 | 130,494 | Healthcare |
United States