Upright Assets Allocation Plus Fund — new fund registration

UPRIGHT INVESTMENTS TRUST registered fund series on Form NT NPORT-P, filed 2025-12-08. Featured series: Upright Assets Allocation Plus Fund.

Registration

Registrant / trust: UPRIGHT INVESTMENTS TRUST
CIK: 0001058587
Form: NT NPORT-P
Filed: 2025-12-08
Accession: 0001162044-25-001267
Reported net assets: $3.2M

Series & classes (1)

Series	Class	Ticker	New
Upright Assets Allocation Plus Fund	Upright Assets Allocation Plus Fund	—	—

Fees (from the effective prospectus)

12b-1 fee: 0.00%
Gross expense ratio: 3.28%
Management fee: 1.30%
Net expense ratio: 2.49%
Other expenses: 0.66%

Investment objective

The Funds investment objective is to seek total return. 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)