Upright Growth Fund (UPUPX)

6.25
Net Asset Value
+0.97%
1 Day
-26.56%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.40%
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 its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.

Performance

1 month+1.79% 3 years-12.04%
3 months-13.43% 5 years-2.88%
1 year-33.08% Since inception-0.20%
Data through --

Peer Comparisonvs. Technology

 UPUPXCategory
Performance 5-yr return-2.88%+19.54%
Expense ratio2.40%1.35%
Risk 5 year sharpe ratio0.071.32
Net assets$15.1M$1.4B
Average market cap$5.6B$100.3B
Average P/E30.524.8
Portfolio turnover329%329%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 19 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

International stock66.85%
U.S. stock27.86%
Cash4.83%
Fixed income0.46%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HIMX Himax Technologies Inc53.33%
AAPL Apple7.55%
TEVA Teva Pharmaceutical7.31%
-- 3.90%
ABBV AbbVie3.20%
MYL Mylan NV2.73%
-- 2.33%
ABT Abbott Laboratories2.10%
LCI Lannett Company Inc1.71%
ERX Direxion Daily Energy Bull 3X Shares1.68%