UPUPX Mutual Fund
UPUPX Mutual Fund
UPUPX Mutual Fund
Upright Growth Fund
UPUPX Mutual Fund Overview
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 32.14%. The 1-year return is 39.32% and the 5-year return is 9.26%. UPUPX dividend yield stands at 0.03%.
UPUPX top holdings include Himax Technologies Inc -sp Adr (30.9%), Taiwan Semiconductor Manufacturing Co Ltd (24.4%), Morgan Stanley Institutional Liquidity Fundsmorgan Stanley Institutional Liquidity Fund Government Portfolio (12.5%), Teva Pharmaceutical Industries Limited (Adr) (6.7%), Fidelity Institutional Money Market - Treasury Portfolio - Class Iii (6.0%). 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.