UPDDX Mutual Fund

UPDDX Mutual Fund (Upright Growth & Income Fund) is managed by Upright Investment Trust with $5.8M in net assets. UPDDX expense ratio is 2.53%, holding 31 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2017-10-10.

UPDDX performance shows a YTD return of 19.56%. The 1-year return is 34.93% and the 5-year return is 14.87%.

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 Semiconductor - Adr (7.4%), Tapestry Inc. (7.1%). Go to all UPDDX holdings, UPDDX sectors, or UPDDX dividends.

UPDDX can be compared against other funds. Use UPDDX overlap to find shared positions, or UPDDX vs another fund for a side-by-side view. UPDDX alternatives are available via the screener, along with tax-loss harvesting opportunities.