Nasdaq - Delayed Quote USD
Upright Growth Fund (UPUPX)
10.23
0.00
(0.00%)
As of 8:07:13 AM EDT. Market Open.
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10.23 - YTD Return 4.09%
- Expense Ratio 1.94%
- Category Technology
- Last Cap Gain -4.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 22.24M
- Beta (5Y Monthly) 1.41
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 0.81%
- Last Dividend 0.17
- Inception Date Jan 21, 1999
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.
Upright Investments Trust
Fund Family
Technology
Fund Category
22.24M
Net Assets
1999-01-21
Inception Date
Performance Overview: UPUPX
View MoreTrailing returns as of 3/11/2025. Category is Technology.
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Holdings: UPUPX
View MoreTop 10 Holdings (85.43% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorUPUPX
Technology 78.39%
Healthcare 8.94%
Financial Services 4.58%
Communication Services 3.38%
Industrials 2.64%
Consumer Cyclical 1.45%
Real Estate 0.27%
Basic Materials 0.23%
Energy 0.05%
Consumer Defensive 0.04%
Utilities 0.04%
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