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Upright Growth Fund (UPUPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
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 the fund's assets in securities principally traded in foreign markets. The fund also invests in securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.


1 month-2.67% 3 years+14.35%
3 months+4.50% 5 years+12.76%
1 year+1.02% Since inception+2.43%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+12.76%+8.88%
Expense ratio2.34%1.47%
Risk 5 year sharpe ratio0.710.54
Net assets$9.8M$809.8M
Average market cap$17.3B$41.1B
Average P/E17.622.1
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


International stock40.27%
U.S. stock32.51%
Fixed income0.67%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HIMX Himax Technologies Inc20.27%
AAPL Apple19.87%
SIMO Silicon Motion Technology Corp10.92%
TSM Taiwan Semiconductor6.52%
PLUG Plug Power Inc2.13%
VSH Vishay Intertechnology Inc2.03%
BAC Bank of America1.70%
TEVA Teva Pharmaceutical1.48%
MET Metlife1.35%
GOOGL Google0.85%

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