Upright Growth & Income Fund — new fund registration

UPRIGHT INVESTMENTS TRUST registered fund series on Form NT NPORT-P, filed 2025-12-08. Featured series: Upright Growth & Income Fund.

Registration

Registrant / trust: UPRIGHT INVESTMENTS TRUST
CIK: 0001058587
Form: NT NPORT-P
Filed: 2025-12-08
Accession: 0001162044-25-001261
Reported net assets: $4.6M

Series & classes (1)

Series	Class	Ticker	New
Upright Growth & Income Fund	Upright Growth & Income Fund	—	—

Fees (from the effective prospectus)

12b-1 fee: 0.00%
Gross expense ratio: 2.81%
Management fee: 1.50%
Net expense ratio: 2.53%
Other expenses: 0.78%

Investment objective

The Funds investment objective is to seek current income consistent with growth of capital. The Funds investment objective may be changed by the Board of Trustees without shareholder approval. The Funds Prospectus will be updated prior to any change in the Funds investment objective.

Advisers

Upright Financial Corporation (Advisor)