Fund · UPUPX · US registered fund
Upright Growth Fund
Managed by Upright Investments Trust. Net assets $33M at 30 Jun 2026.
Top 10 holdings
The 10 largest are 92.2% of net assets, out of 31 holdings
30.90%
24.36%
12.53%
Morgan Stanley Institutional Liquidity Funds · US
6.72%
6.00%
Fidelity Institutional Cash Portfolios · US
4.95%
Apple, Inc. · US
2.12%
Alphabet, Inc. · US
1.81%
AbbVie, Inc. · US
1.52%
Direxion Shares ETF Trust · US
1.30%
iShares Trust · US
Source: SEC Form N-PORT, period ended 30 Jun 2026
The fund
- Category
- Mutual or closed-end fund
- Domicile
- United States
- Ticker
- UPUPX
- LEI
- 5493001L3JS2SRVYKZ86
Source: Official register
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