Morningstar

Upright Growth Fund UPUPX

Morningstar Medalist Rating
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Medalist Rating as of See Upright Investment Hub
  • NAV / 1-Day Return $14.91  /  −3.12 %
  • Fund Size $29.7M
  • Adjusted Expense Ratio 2.450%
  • Net Expense Ratio 2.290%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Limited
  • TTM Yield 0.02%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis UPUPX

Will UPUPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UPUPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UPUPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UPUPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Upright Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings UPUPX

More UPUPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Himax Technologies Inc ADR

30.90 10M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

24.36 8M
Technology

Cash & Cash Equivalents

17.46 6M
Cash and Equivalents

Teva Pharmaceutical Industries Ltd ADR

6.72 2M
Healthcare

Apple Inc

4.95 2M
Technology

Alphabet Inc Class C

2.12 706,660
Communication Services

AbbVie Inc

1.81 603,936
Healthcare

Direxion Daily Dow Jones Int Bl 3X ETF

1.52 505,560
—

iShares 20+ Year Treasury Bond ETF

1.30 432,100
—

Direxion Daily 20+ Yr Trsy Bull 3X ETF

1.07 355,500
—

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