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-6.91% 3 years+19.41%
3 months-2.34% 5 years+16.88%
1 year+3.06% Since inception+2.70%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+16.88%+15.84%
Expense ratio2.16%1.10%
Risk 5 year sharpe ratio1.091.23
Net assets$10.3M$3.8B
Average market cap$10.1B$102.0B
Average P/E18.318.1
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--


U.S. stock48.20%
International stock40.34%
Fixed income0.87%
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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