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Upright Investments Funds

Upright Investments is a company that sells mutual funds with $23M in... Upright Investments is a company that sells mutual funds with $23M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2002. The average manager tenure for all managers at Upright Investments is years. The company offers investors 3 mutual funds, in terms of the number of individual fund symbols. View more View less

Upright Investments is a company that sells mutual funds with $23M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds... Upright Investments is a company that sells mutual funds with $23M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 2002. The average manager tenure for all managers at Upright Investments is years. The company offers investors 3 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/20/24
Upright Growth Fund

UPUPX | Fund | Other

$10.75

+1.90%

$18.27 M

1.66%

$0.18

28.83%

-2.46%

22.14%

2.45%

1.94%

$14.18

+2.31%

$2.31 M

0.65%

$0.09

27.50%

0.51%

15.16%

-

3.28%

Upright Growth & Income Fund

UPDDX | Fund | Other

$19.50

+2.58%

$2.25 M

0.42%

$0.08

48.17%

7.57%

21.85%

-

2.81%

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