Upright Growth Fund (UPUPX)

7.23
Net Asset Value
-4.24%
1 Day
-15.04%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.40%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund primarily invests in common stock- preferred stock- and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.

Performance

1 month+8.23% 3 years-11.93%
3 months+7.75% 5 years+1.39%
1 year-39.10% Since inception+0.09%
Data through --

Peer Comparisonvs. Technology

 UPUPXCategory
Performance 5-yr return+1.39%+19.08%
Expense ratio2.40%1.36%
Risk 5 year sharpe ratio0.121.29
Net assets$15.9M$1.4B
Average market cap$6.3B$61.0B
Average P/E38.726.5
Portfolio turnover329%329%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 19 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

International stock100.00%
U.S. stock24.98%
Fixed income0.42%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HIMX Himax Technologies Inc70.47%
TEVA Teva Pharmaceutical23.62%
AAPL Apple8.71%
-- 3.47%
ABBV AbbVie2.74%
MYL Mylan NV2.62%
LCI Lannett Company Inc2.39%
-- 1.77%
ABT Abbott Laboratories1.62%
PLUG Plug Power Inc1.09%