| 9.97 Net Asset Value | +1.53% 1 Day | +12.91% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 2.22% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +13.55% | 3 years | +13.59% | |
| 3 months | +6.86% | 5 years | +0.81% | |
| 1 year | +26.84% | Since inception | -0.26% |
| UPUPX | Category | |
|---|---|---|
| Performance 5-yr return | +0.81% | +5.42% |
| Expense ratio | 2.22% | 1.28% |
| Risk 5 year sharpe ratio | 0.16 | 0.31 |
| Net assets | $7.6M | $2.0B |
| Average market cap | $20.9B | $42.9B |
| Average P/E | 13.1 | 19.8 |
| Portfolio turnover | 13% | 13% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Upright Investments Trust |
| Fund manager & tenure | David Chiueh / 14 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| AAPL Apple Inc | 18.16% |
| SIMO Silicon Motion Technology Corporation ADR | 14.35% |
| MTW Manitowoc Company, Inc. | 6.47% |
| PFE Pfizer Inc. | 5.99% |
| TSM Taiwan Semiconductor Manufacturing ADR | 4.74% |
| -- A F L A C Inc | 4.15% |
| SBUX Starbucks Corporation | 3.43% |
| GLW Corning Inc. | 3.23% |
| DOW Dow Chemical Co | 3.08% |
| WFR MEMC Electronic Materials Inc | 3.06% |
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