UPUPX Mutual Fund (Upright Growth Fund) is managed by Upright Investment Trust with $25.8M in net assets. UPUPX expense ratio is 2.45%, holding 30 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1999-01-21.

UPUPX performance shows a YTD return of 2.11%. The 1-year return is 18.82% and the 5-year return is 4.75%. UPUPX dividend yield stands at 8.01%, paid annually.

UPUPX top holdings include Apple Inc (27.1%), Himax Technologies Inc -sp Adr (26.0%), Taiwan Semiconductor - Adr (14.7%), Teva Pharmaceutical Industries Limited Sponsored Adr (6.4%), morgan stanley institutional liquidity fund - treasury portfolio (5.4%). 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.