Skip to Content

Upright Growth UPUPX

Medalist Rating as of | See Upright Investment Hub
  • NAV / 1-Day Return 8.26  /  0.36 %
  • Total Assets 18.2 Mil
  • Adj. Expense Ratio
    2.130%
  • Expense Ratio 2.130%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 2.01%
  • Turnover 3%

Morningstar’s Analysis UPUPX

Will UPUPX outperform in future?

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

An upgrade in its Process Pillar rating is the primary driver of Upright Growth's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings UPUPX

  • Current Portfolio Date
  • Equity Holdings 18
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 73.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
24.68
4,328,964
Technology
24.21
4,246,008
Technology

Invesco Shrt-Trm Inv Trs Oblig Instl

10.90
1,911,331
Corporate

Fidelity Inv MM Government I

6.34
1,111,885
Cash and Equivalents
3.14
551,000
Industrials
2.04
357,744
Healthcare
1.50
263,700
Communication Services