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.
Upright Growth Fund UPUPX
- NAV / 1-Day Return 17.17 / +1.30 %
- Total Assets 34.3M
-
Adj. Expense Ratio
2.450%
- Expense Ratio 2.290%
- Distribution Fee Level High
- Share Class Type No Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Limited
- TTM Yield 0.02%
- Turnover 6%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis UPUPX
Will UPUPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | 23.69 | 6M | Technology |
Himax Technologies Inc ADR | 21.78 | 5M | Technology |
Cash & Cash Equivalents | 19.10 | 5M | Cash and Equivalents |
Teva Pharmaceutical Industries Ltd ADR | 8.21 | 2M | Healthcare |
Apple Inc | 5.96 | 1M | Technology |
Alphabet Inc Class C | 2.37 | 573,720 | Communication Services |
AbbVie Inc | 2.15 | 521,976 | Healthcare |
iShares 20+ Year Treasury Bond ETF | 1.79 | 433,450 | — |
Direxion Daily Dow Jones Int Bl 3X ETF | 1.53 | 370,040 | — |
Direxion Daily 20+ Yr Trsy Bull 3X ETF | 1.49 | 360,600 | — |
United States