Upright Growth Fund (UPUPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
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 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.


1 month+4.90% 3 years+29.45%
3 months+13.56% 5 years+20.71%
1 year+40.77% Since inception+2.16%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+20.71%+17.47%
Expense ratio2.17%1.16%
Risk 5 year sharpe ratio1.061.11
Net assets$11.8M$3.4B
Average market cap$16.0B$95.8B
Average P/E17.917.6
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--


U.S. stock53.28%
International stock24.90%
Fixed income0.69%
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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