# 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](https://search.stillhousedata.com/fund/S000057858) | 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)](https://search.stillhousedata.com/firm/107303)

## Other filings by this registrant (15)

- [NT-NCSR — 2025-12-09](https://search.stillhousedata.com/launch/0001162044-25-001277)
- [NT NPORT-P — 2025-12-08](https://search.stillhousedata.com/launch/0001162044-25-001258)
- [NT NPORT-P — 2025-12-08](https://search.stillhousedata.com/launch/0001162044-25-001261)
- [NT NPORT-P — 2025-12-08](https://search.stillhousedata.com/launch/0001162044-25-001273)
- [NT NPORT-P — 2025-12-08](https://search.stillhousedata.com/launch/0001162044-25-001270)
- [NT NPORT-P — 2025-12-08](https://search.stillhousedata.com/launch/0001162044-25-001264)
- [NT-NCSR — 2025-06-06](https://search.stillhousedata.com/launch/0001162044-25-000606)
- [NT-NCSR/A — 2025-01-23](https://search.stillhousedata.com/launch/0001162044-25-000043)
- [NT-NCSR — 2024-12-09](https://search.stillhousedata.com/launch/0001162044-24-001342)
- [485APOS — 2024-10-31](https://search.stillhousedata.com/launch/0001162044-24-001185)
- [NT-NCSR — 2023-12-08](https://search.stillhousedata.com/launch/0001162044-23-001248)
- [NT-NCSR — 2022-12-09](https://search.stillhousedata.com/launch/0001162044-22-001370)

## More

- [Registrant profile: UPRIGHT INVESTMENTS TRUST](https://search.stillhousedata.com/registrant/1058587)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001162044-25-001267.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.