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Upright Investments Trust Funds

Upright Investments Trust is a company that sells mutual funds with $26M... Upright Investments Trust is a company that sells mutual funds with $26M in assets under management. The average expense ratio from all mutual funds is 2.20%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1999. The average manager tenure for all managers at Upright Investments Trust is 20.56 years. The company offers investors 3 mutual funds, in terms of the number of individual fund symbols. View more View less

Upright Investments Trust is a company that sells mutual funds with $26M in assets under management. The average expense ratio from all mutual funds is 2.20%. 100.00% of all the mutual funds are... Upright Investments Trust is a company that sells mutual funds with $26M in assets under management. The average expense ratio from all mutual funds is 2.20%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1999. The average manager tenure for all managers at Upright Investments Trust is 20.56 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

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As of 12/1/23
Upright Growth Fund

UPUPX | Fund | Other

$8.12

+1.00%

$17.40 M

0.00%

-

-2.95%

1.47%

13.67%

0.94%

2.14%

Upright Growth & Income Fund

UPDDX | Fund | Other

$12.12

+1.76%

$1.92 M

0.00%

-

7.76%

4.69%

12.35%

-

2.57%

$10.22

+2.10%

$1.67 M

0.00%

-

0.53%

1.13%

7.33%

-

2.50%

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