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Morningstar

Upright Growth UPUPX

Morningstar Medalist Rating
Medalist Rating as of | See Upright Investment Hub
  • NAV / 1-Day Return 7.94  /  −1.12 %
  • Total Assets 17.6 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 2.10%
  • Turnover 1%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:25 PM GMT+0

Morningstar’s Analysis UPUPX

Will UPUPX outperform in 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.

Upright Growth earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UPUPX

More UPUPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Invesco Shrt-Trm Inv Trs Oblig Instl

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Corporate

Taiwan Semiconductor Manufacturing Co Ltd ADR

9.23 1.8 Mil
Technology

Fidelity Inv MM Government I

5.58 1.1 Mil
Cash and Equivalents

Silicon Motion Technology Corp ADR

4.16 796,510
Technology

Teva Pharmaceutical Industries Ltd ADR

3.60 690,105
Healthcare

AbbVie Inc

1.94 371,928
Healthcare

Plug Power Inc

1.70 326,250
Industrials

Alphabet Inc Class C

1.47 281,860
Communication Services