UPUPX Mutual Fund (Upright Growth Fund) is managed by Upright Investment Trust with $30.2M in net assets. UPUPX expense ratio is 2.45%, holding 32 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1999-01-21.

UPUPX performance shows a YTD return of 35.63%. The 1-year return is 59.21% and the 5-year return is 6.47%. UPUPX dividend yield stands at 6.07%, paid annually.

UPUPX top holdings include Taiwan Semi. Mfg. Co., Adr (23.7%), Himax Technologies Inc -sp Adr (21.8%), Morgan Stanley Institutional Liquidity Fund - Government Portfolio (12.3%), Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (8.3%), Teva Pharmaceutical Industries Ltd. (ADR) (8.2%). View all UPUPX holdings, sector breakdown, or dividend history.

UPUPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UPUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.