Upright Growth Fund (UPUPX)

13.67
Net Asset Value
0.00%
1 Day
+11.50%
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+3.25% 3 years+23.54%
3 months+3.72% 5 years+18.14%
1 year+17.16% Since inception+2.38%
Data through --

Peer Comparisonvs. Large blend

 UPUPXCategory
Performance 5-yr return+18.14%+12.97%
Expense ratio2.16%1.11%
Risk 5 year sharpe ratio0.840.96
Net assets$9.7M$3.8B
Average market cap$16.0B$102.0B
Average P/E18.117.6
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. stock44.84%
International stock40.02%
Cash14.29%
Fixed income0.85%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple18.68%
SIMO Silicon Motion Technology Corp16.91%
HIMX Himax Technologies Inc12.99%
TSM Taiwan Semiconductor5.75%
SBUX Starbucks4.13%
PLUG Plug Power Inc2.72%
PFE Pfizer2.45%
TEVA Teva Pharmaceutical2.32%
DOW Dow Chemical2.16%
VSH Vishay Intertechnology Inc2.14%

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