Morningstar

Upright Growth & Income Fund UPDDX

Medalist Rating as of Aug 31, 2026 See Upright Investment Hub

Strategy

The investment seeks current income consistent with growth of capital. The fund's adviser seeks to achieve its investment objective using a combination (or hybrid) of three investment styles through value investing, equity income and balance investing by investing normally 50-80% of the fund's net assets in U.S. domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities (normally at or above S&P 500's average dividend yield) or securities with expectations of increasing dividends.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
UPDDX	Upright Growth & Income Fund	No Load	Limited			Oct 10, 2017	$5.42M	2.530%	High	$2,000	$257,449.46

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