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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 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.


1 month+5.00% 3 years+19.06%
3 months+17.49% 5 years+15.86%
1 year+4.84% Since inception+2.06%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.86%+11.68%
Expense ratio2.16%1.08%
Risk 5 year sharpe ratio0.861.01
Net assets$8.7M$3.6B
Average market cap$14.3B$101.5B
Average P/E19.219.3
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--


International stock47.90%
U.S. stock38.07%
Fixed income3.34%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SIMO Silicon Motion Technology Corp23.98%
AAPL Apple20.56%
HIMX Himax Technologies Inc15.67%
TSM Taiwan Semiconductor5.65%
SBUX Starbucks5.23%
PLUG Plug Power Inc2.15%
VSH Vishay Intertechnology Inc1.71%
DOW Dow Chemical1.50%
BAC Bank of America1.49%
MET Metlife1.37%