Morningstar

Upright Growth & Income Fund UPDDX

Morningstar Medalist Rating
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Medalist Rating as of See Upright Investment Hub
  • NAV / 1-Day Return $30.25  /  −2.23 %
  • Fund Size $5.4M
  • Adjusted Expense Ratio 2.530%
  • Net Expense Ratio 2.280%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,000
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 0%
NAV and 1-Day Return as of

Morningstar’s Analysis UPDDX

Will UPDDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UPDDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UPDDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UPDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Upright Growth & Income holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings UPDDX

More UPDDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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