UPDDX Mutual Fund (Upright Growth & Income Fund) is managed by Upright Investment Trust with $5.5M in net assets. UPDDX expense ratio is 2.53%, holding 31 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2017-10-10.

UPDDX performance shows a YTD return of 21.49%. The 1-year return is 46.96% and the 5-year return is 14.17%.

UPDDX top holdings include Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (26.4%), Nvidia Corp (16.1%), Himax Technologies Inc -sp Adr (8.6%), Taiwan Semi. Mfg. Co., Adr (7.4%), Tapestry Inc ORD (7.1%). View all UPDDX holdings, sector breakdown, or dividend history.

UPDDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UPDDX alternatives are available via the screener, along with tax-loss harvesting opportunities.