Upright Growth Fund (UPUPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
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 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. It uses a temporary defensive strategy under adverse market conditions and may invest up to 100% of its assets in cash or cash equivalents.


1 month-0.38% 3 years+17.95%
3 months+8.68% 5 years+23.71%
1 year+49.77% Since inception+2.07%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+23.71%+20.22%
Expense ratio2.17%1.24%
Risk 5 year sharpe ratio1.291.26
Net assets$11.6M$2.5B
Average market cap$17.8B$67.2B
Average P/E17.524.1
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock47.26%
International stock23.09%
Fixed income0.35%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc13.58%
SIMO Silicon Motion Technology Corporation ADR10.13%
MTW Manitowoc Co Inc6.82%
SUNE SunEdison Inc6.19%
HIMX Himax Technologies, Inc. ADR4.90%
-- Pfizer Inc3.34%
GLW Corning Inc2.70%
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR2.46%
DOW Dow Chemical Co2.11%
TEVA Teva Pharmaceutical Industries Ltd ADR2.02%

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