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Upright Growth Fund (UPUPX)

Net Asset Value
1 Day
Overall Morningstar Rating
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 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.


1 month+8.34% 3 years-1.45%
3 months-1.48% 5 years+6.42%
1 year-13.03% Since inception+1.28%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+6.42%+19.49%
Expense ratio2.19%1.40%
Risk 5 year sharpe ratio0.391.35
Net assets$18.7M$1.2B
Average market cap$27.7B$41.4B
Average P/E29.226.2
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyUpright Investments Trust
Fund manager & tenureDavid Chiueh / 18 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock47.53%
International stock42.88%
Fixed income0.51%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TEVA Teva Pharmaceutical20.82%
AAPL Apple16.48%
HIMX Himax Technologies Inc15.08%
MYL Mylan NV14.81%
-- 4.05%
LCI Lannett Company Inc2.78%
ABBV AbbVie2.72%
SIMO Silicon Motion Technology Corp2.30%
BABA Alibaba Group Holding Ltd1.92%
ABT Abbott Laboratories1.82%