Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Upright Growth Fund (UPUPX)

11.92
Net Asset Value
+0.76%
1 Day
-2.77%
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-3.01% 3 years+14.47%
3 months-14.12% 5 years+15.13%
1 year-9.99% Since inception+2.17%
Data through --

Peer Comparisonvs. Large blend

 UPUPXCategory
Performance 5-yr return+15.13%+15.84%
Expense ratio2.16%1.09%
Risk 5 year sharpe ratio0.911.13
Net assets$8.4M$3.6B
Average market cap$10.1B$94.6B
Average P/E18.318.7
Portfolio turnover47%47%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock48.20%
International stock40.34%
Cash10.58%
Fixed income0.87%
Other0.00%
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%

Partner Offers