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Upright Growth Fund (UPUPX)

13.48
Net Asset Value
+0.67%
1 Day
+11.68%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.34%
Expense Ratio
Above Average
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-3.65% 3 years+13.72%
3 months+8.10% 5 years+18.36%
1 year+16.81% Since inception+2.94%
Data through --

Peer Comparisonvs. Technology

 UPUPXCategory
Performance 5-yr return+18.36%+9.39%
Expense ratio2.34%1.46%
Risk 5 year sharpe ratio1.020.89
Net assets$10.4M$866.7M
Average market cap$13.6B$47.1B
Average P/E18.225.6
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

International stock44.71%
U.S. stock30.55%
Cash23.76%
Fixed income0.98%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HIMX Himax Technologies Inc21.47%
AAPL Apple17.39%
SIMO Silicon Motion Technology Corp14.49%
TSM Taiwan Semiconductor7.24%
PLUG Plug Power Inc1.81%
BAC Bank of America1.29%
LCI Lannett Company Inc1.21%
JCI Tyco1.20%
GNW Genworth Financial Inc1.13%
TEVA Teva Pharmaceutical1.09%