UPDDX Mutual Fund
UPDDX Mutual Fund
NAV$31.69
AUM$6M
TER2.53%
Holdings31
See how much of UPDDX you already own
UPDDX Mutual Fund
NAV$31.69
Upright Growth & Income Fund
AUM$6M
TER2.53%
Holdings31
See how much of UPDDX you already own
UPDDX Mutual Fund Sector Allocation
UPDDX sector allocation breaks down across Information Technology (37.7%), Health Care (8.0%), Consumer Discretionary (7.1%), Financials (5.0%), Energy (1.1%). Across 31 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UPDDX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
UPDDX by country shows geographic exposure. UPDDX overlap reveals how sector exposure compares with other funds.