UPUPX Mutual Fund
NAV$15.41
AUM$33M
TER2.45%
Holdings32
UPUPX Mutual Fund
NAV$15.41
Upright Growth Fund
AUM$33M
TER2.45%
Holdings32

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UPUPX Mutual Fund Sector Allocation
UPUPX sector allocation breaks down across Information Technology (53.6%), Unknown (27.7%), Health Care (10.4%), Financials (4.0%), Communication Services (3.1%). Across 32 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 53.6%, the fund has significant sector concentration.
UPUPX geographic allocation shows country exposure. UPUPX overlap calculator reveals how sector exposure compares with other funds.