UPUPX Mutual Fund
NAV$12.49
AUM$26M
TER2.45%
Holdings30
UPUPX Mutual Fund
NAV$12.49
Upright Growth Fund
AUM$26M
TER2.45%
Holdings30

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UPUPX Mutual Fund Sector Allocation
UPUPX sector allocation breaks down across Information Technology (71.4%), Unknown (10.3%), Health Care (8.3%), Financials (7.7%), Communication Services (2.4%). Across 30 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UPUPX sector exposure is important for understanding concentration risk. With Information Technology at 71.4%, the fund has significant sector concentration.
UPUPX geographic allocation shows country exposure. UPUPX overlap calculator reveals how sector exposure compares with other funds.