UPUPX Mutual Fund

UPUPX Mutual Fund (Upright Growth Fund) is managed by Upright Investment Trust with $31.6M in net assets. UPUPX expense ratio is 2.45%, holding 32 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1999-01-21.

UPUPX performance shows a YTD return of 26.73%. The 1-year return is 43.50% and the 5-year return is 7.04%. UPUPX dividend yield stands at 6.67%, paid annually.

UPUPX top holdings include Taiwan Semiconductor - 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 Limited (Adr) (8.2%). Go to all UPUPX holdings, UPUPX sectors, or UPUPX dividends.

UPUPX can be compared against other funds. Use UPUPX overlap to find shared positions, or UPUPX vs another fund for a side-by-side view. UPUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.