UPUPX Mutual Fund

UPUPX Mutual Fund (Upright Growth Fund) is managed by Upright Investment Trust with $27.2M in net assets. UPUPX expense ratio is 2.45%, holding 27 positions across sectors including Industrials, Financials, Utilities. Inception date: 1999-01-21.

UPUPX performance shows a YTD return of 19.64%. The 1-year return is 20.62% and the 5-year return is 8.52%. UPUPX dividend yield stands at 0.03%, paid annually.

UPUPX top holdings include National Finance Auth., NH Rev. (Abilene Christian University Energy) 5.25% 2054-11-01 (8.7%), Triborough Bridge & Tunnel Authority 4.5 05/15/2047 (7.8%), Harris Cnty Tx Muni Utility Dist 319 3.50%, Due 09/01/2048 (7.6%), Omaha Pub Pwr Dist Neb Elec Re 4% Feb 01, 2049 (4.8%), Pennsylvania Higher Educational Facilities Authority 4.25 11/01/2051 (4.8%). 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.