Upright Growth Fund Quote
| UPUPX Fund | USD 11.73 0.06 0.51% |
PerformanceStrong
| Odds Of DistressLow
|
Upright Growth is trading at 11.73 as of the 19th of July 2025; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 11.79. Upright Growth has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25 percent of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.. More on Upright Growth Fund
Moving together with Upright Mutual Fund
| 0.7 | VVPR | VivoPower International Tech Boost | PairCorr |
Moving against Upright Mutual Fund
Upright Mutual Fund Highlights
| Fund Concentration | Upright Investments Trust Funds, Large Blend Funds, Technology Funds, Technology, Upright Investments Trust (View all Sectors) |
| Update Date | 30th of June 2025 |
Upright Growth Fund [UPUPX] is traded in USA and was established 19th of July 2025. Upright Growth is listed under Upright Investments Trust category by Fama And French industry classification. The fund is listed under Technology category and is part of Upright Investments Trust family. This fund at this time has accumulated 14.37 M in net assets with minimum initial investment of 2 K. Upright Growth is currently producing year-to-date (YTD) return of 7.34%, while the total return for the last 3 years was 12.91%.
Check Upright Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Upright Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Upright Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Upright Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Upright Growth Fund Mutual Fund Constituents
| ABT | Abbott Laboratories | Stock | Health Care | |
| SCS | Steelcase | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| ERX | Direxion Daily Energy | Etf | Trading--Leveraged Equity | |
| HIMX | Himax Technologies | Stock | Information Technology | |
| PLUG | Plug Power | Stock | Industrials | |
| SIMO | Silicon Motion Technology | Stock | Information Technology |
Upright Growth Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 0.791 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.07 |
Upright Growth Against Markets
Other Information on Investing in Upright Mutual Fund
Upright Growth financial ratios help investors to determine whether Upright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Upright with respect to the benefits of owning Upright Growth security.
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