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Upright Growth Fund: (MF: UPUPX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:25 PM ET

$12.67 USD

-0.14 (-1.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.75 11
3 months 2.94 40
6 months 18.61 3
1 Year 18.82 8
3 Year 16.28 46
5 Year 4.74 87
10 Year 5.43 97

* Annual for three years and beyond.

Zacks Premium Research for UPUPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

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Portfolio Statistics

% Unrealized Gain 32.40
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 25.30
% Turnover 1/31/2026 0.65

Risk

3 Year 5 Year 10 Year
Beta 1.24 1.43 1.47
Alpha -6.00 -10.36 -9.45
R Squared 0.42 0.47 0.35
Std. Dev. 22.12 31.27 37.33
Sharpe 0.62 0.20 3.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Technology 58.35
Finance 16.78
Other 15.86
Health 5.57
Retail Trade 1.48
Services 1.09
Industrial Cyclical 0.87

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)		 % of Portfolio Value (Mil$)
HIMAX TECHNOLOGIES ADR 24.48 5.93
TAIWAN SEMICONDUCTOR MANU 19.61 4.75
TOTAL*MONEY MARKET 14.33 3.47
APPLE INC 6.52 1.58
TEVA PHARMACEUTICAL SP AD 5.52 1.34
SILICON MOTION TECHNOLOGY 5.09 1.23
DIREXION DAILY DJ INTRNT 2.94 0.71
ABBVIE INC 2.30 0.56
ALPHABET INC CLASS C 2.01 0.49

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues 29
Avg. P/E 39.88
Avg. P/Book 4.11
Avg. EPS Growth 7.41
Avg. Market Value (Mil $) 303,764

Composition

% of Portfolio
Stocks 72.91
Foreign Stocks 57.90
Cash 14.33
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 12.76
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 14.66
Large Value 0.00
Small Growth 4.57
Small Value 6.79
Foreign Stock 1.26
Emerging Market 22.12
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 25.80