Upright Growth Fund (UPUPX)

12.64
Net Asset Value
+0.32%
1 Day
+3.10%
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 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. 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+3.10% 3 years+16.24%
3 months+2.00% 5 years+16.59%
1 year+14.83% Since inception+2.07%
Data through --

Peer Comparisonvs. Large blend

 UPUPXCategory
Performance 5-yr return+16.59%+13.88%
Expense ratio2.17%1.13%
Risk 5 year sharpe ratio0.881.03
Net assets$9.9M$3.7B
Average market cap$10.8B$100.3B
Average P/E19.216.9
Portfolio turnover47%47%

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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. stock36.85%
International stock34.88%
Cash28.10%
Fixed income0.17%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SIMO Silicon Motion Technology Corp ADR15.15%
AAPL Apple Inc13.40%
HIMX Himax Technologies Inc ADR12.06%
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR4.07%
PLUG Plug Power Inc3.27%
SBUX Starbucks Corp2.99%
DOW Dow Chemical Co1.95%
-- Pfizer Inc1.83%
TEVA Teva Pharmaceutical Industries Ltd ADR1.70%
VSH Vishay Intertechnology Inc1.70%

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