Upright Growth (UPUPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

16.09

+0.15 (0.94%)

At close: Aug 27, 2026

39.55% (1Y)

Fund Assets	30.35M
Expense Ratio	2.45%
Min. Investment	$2,000
Turnover	5.82%
Dividend (ttm)	0.00
Dividend Yield	0.03%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 29, 2025

Previous Close	15.94
YTD Return	32.72%
1-Year Return	49.90%
5-Year Return	47.96%
52-Week Low	11.41
52-Week High	19.39
Beta (5Y)	1.57
Holdings	32
Inception Date	Jan 21, 1999

About UPUPX

Upright Investments Trust – Upright Growth Fund is an open-end mutual fund that seeks to deliver long-term capital appreciation. The fund primarily invests in publicly traded growth and value stocks across the U.S. equity market, with the flexibility to allocate up to 25% of assets in foreign securities. It employs an actively managed approach, combining both long and short positions, and utilizes derivatives such as options to enhance its portfolio strategy. The fund holds a concentrated portfolio—its top ten holdings account for over 80% of assets—and places significant emphasis on technology companies, but may also include investments in health care, semiconductors, and biotechnology. The fund is classified as non-diversified, allowing for greater exposure to selected companies or sectors. Upright Growth Fund benchmarks its performance against the S&P 500 Index and is managed with a focus on companies believed to have high growth potential and be attractively valued for the long term.

Fund Family Upright Investments Trust

Category Technology

Performance Rating Below Average

Risk Rating High

Stock Exchange NASDAQ

Ticker Symbol UPUPX

Index S&P 500 TR

Performance

UPUPX had a total return of 49.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.77%.

Top 10 Holdings

88.06% of assets

Name	Symbol	Weight
Taiwan Semiconductor Manufacturing Company Limited	TSM	23.69%
Himax Technologies, Inc.	HIMX	21.78%
Morgan Stanley Institutional Liquidity Funds - Morgan Stanley Institutional Liquidity Fund Government Portfolio	MAYXX	12.33%
Fidelity Inv MM Treasury III	FCSXX	8.25%
Teva Pharmaceutical Industries Limited	TEVA	8.21%
Apple Inc.	AAPL	5.96%
Alphabet Inc.	GOOG	2.37%
AbbVie Inc.	ABBV	2.15%
iShares 20+ Year Treasury Bond ETF	TLT	1.79%
Direxion Daily Dow Jones Internet Bull 3X ETF	WEBL	1.53%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 29, 2025	$1.01471	Dec 29, 2025
Dec 27, 2023	$0.175	Dec 27, 2023
Mar 21, 2023	$0.53509	Mar 21, 2023
Dec 5, 2022	$0.104	Dec 5, 2022
Dec 29, 2021	$0.560	Dec 29, 2021
Dec 18, 2017	$0.300	Dec 19, 2017

Full Dividend History