Upright Growth Fund (UPUPX)

13.80
Net Asset Value
+0.22%
1 Day
+12.56%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
2.16%
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.

Performance

1 month+1.02% 3 years+21.83%
3 months+8.32% 5 years+20.23%
1 year+10.47% Since inception+2.70%
Data through --

Peer Comparisonvs. Large blend

 UPUPXCategory
Performance 5-yr return+20.23%+12.97%
Expense ratio2.16%1.10%
Risk 5 year sharpe ratio1.021.16
Net assets$10.2M$3.9B
Average market cap$10.1B$104.9B
Average P/E18.318.4
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 16 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock48.20%
International stock40.34%
Cash10.58%
Fixed income0.87%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple21.34%
SIMO Silicon Motion Technology Corp19.49%
HIMX Himax Technologies Inc10.99%
-- 6.11%
SBUX Starbucks4.83%
-- 2.77%
PLUG Plug Power Inc2.34%
ARO Aeropostale Inc2.30%
DOW Dow Chemical2.30%
VSH Vishay Intertechnology Inc2.12%

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