Upright Growth & Income Fund (UPDDX)

Fund Assets	825.95K
Expense Ratio	n/a
Min. Investment	$2,000
Turnover	n/a
Dividend (ttm)	0.08
Dividend Yield	0.40%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	14.45
YTD Return	-25.63%
1-Year Return	0.98%
5-Year Return	107.41%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	1.58
Holdings	34
Inception Date	Oct 10, 2017

About UPDDX

UPDDX was founded on 2017-10-10. The Fund's investment strategy focuses on Equity Income with 3.29% total expense ratio. The minimum amount to invest in Upright Investments Trust: Upright Growth & Income Fund is $2,000 on a standard taxable account. Upright Investments Trust: Upright Growth & Income Fund seeks current income consistent with growth of capital. UPDDX invests 50-80% of the Funds net assets in US domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities or securities with expectations of increasing dividends.

• Category: Large Growth
• Performance Rating: Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: UPDDX
• Index: S&P 500 TR

Performance

UPDDX had a total return of 0.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.07%.

Top 10 Holdings

69.68% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	24.42%
Himax Technologies, Inc.	HIMX	7.95%
Direxion Daily Dow Jones Internet Bull 3X Shares	WEBL	7.14%
Direxion Daily Financial Bull 3x Shares	FAS	6.96%
Taiwan Semiconductor Manufacturing Company Limited	TSM	5.44%
Tapestry, Inc.	TPR	4.22%
The Goldman Sachs Group, Inc.	GS	3.58%
Teva Pharmaceutical Industries Limited	TEVA	3.46%
Direxion Daily Small Cap Bull 3x Shares	TNA	3.29%
AbbVie Inc.	ABBV	3.23%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 27, 2023	$0.080	Dec 27, 2023
Dec 5, 2022	$0.235	Dec 5, 2022
Dec 21, 2018	$0.150	Dec 21, 2018