Upright Growth Fund (UPUPX)

13.64
Net Asset Value
+0.15%
1 Day
+14.33%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.17%
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 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. It uses a temporary defensive strategy under adverse market conditions and may invest up to 100% of its assets in cash or cash equivalents.

Performance

1 month-0.07% 3 years+20.25%
3 months+4.53% 5 years+19.93%
1 year+28.73% Since inception+2.18%
Data through --

Peer Comparisonvs. Large blend

 UPUPXCategory
Performance 5-yr return+19.93%+17.47%
Expense ratio2.17%1.16%
Risk 5 year sharpe ratio1.161.23
Net assets$12.0M$3.4B
Average market cap$16.0B$100.3B
Average P/E17.918.2
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock53.28%
International stock24.90%
Cash21.14%
Fixed income0.69%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc11.09%
SIMO Silicon Motion Technology Corp ADR10.25%
MTW Manitowoc Co Inc7.85%
PLUG Plug Power, Inc.5.50%
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR5.25%
TEVA Teva Pharmaceutical Industries Ltd ADR3.64%
SBUX Starbucks Corp3.47%
GNW Genworth Financial Inc3.05%
-- Pfizer Inc2.99%
GLW Corning Inc2.69%

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