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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
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.


1 month+9.39% 3 years+12.88%
3 months+17.50% 5 years+19.40%
1 year+29.74% Since inception+3.59%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+19.40%+16.87%
Expense ratio2.19%1.44%
Risk 5 year sharpe ratio0.941.19
Net assets$14.7M$1.1B
Average market cap$27.0B$65.6B
Average P/E22.728.2
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 18 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock40.17%
International stock24.46%
Fixed income0.64%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple18.30%
HIMX Himax Technologies Inc17.91%
-- 4.23%
LCI Lannett Company Inc3.39%
ABBV AbbVie2.72%
-- 2.48%
ABT Abbott Laboratories1.85%
-- 1.64%
TEVA Teva Pharmaceutical1.46%
GNW Genworth Financial Inc1.27%