Upright Growth FundUPUPX
Type
Mutual fund
Peer group
Alternative
Net assets
$24.3M
Expense ratio
2.45%
1-year return
+34.7%
3 years, a year
—
5 years, a year
—
Holdings
32
What it aims to do.
The Funds investment objective is the long-term growth of capital. The Funds investment objective may be changed by the Board of Trustees without shareholder approval. The Funds Prospectus will be updated prior to any change in the Funds investment objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | 23.69% |
| HIMX Himax Technologies, Inc. | 21.78% |
| Morgan Stanley Institutional Liquidity Funds | 12.33% |
| Fidelity Institutional Cash Portfolios | 8.25% |
| TEVA Teva Pharmaceutical Industries Ltd. | 8.21% |
| AAPL Apple, Inc. | 5.96% |
| GOOG Alphabet, Inc. | 2.37% |
| ABBV AbbVie, Inc. | 2.15% |
| iShares Trust | 1.79% |
| Direxion Shares ETF Trust | 1.53% |
More on UPUPX.
- UPUPX overview
- UPUPX holdings
- UPUPX risk
- UPUPX costs
- UPUPX money in and out
- UPUPX share classes
- Compare UPUPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.