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Upright Growth UPUPX

Quantitative rating as of
NAV / 1-Day Return
8.46  /  2.20 %
Total Assets
19.1 Mil
Adj. Expense Ratio
2.070%
Expense Ratio
2.140%
Distribution Fee Level
High
Share Class Type
No Load
Category
Technology
Investment Style
Large Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00
Turnover
< 1%

Morningstar’s Analysis UPUPX

Will UPUPX outperform in future?

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

Summary

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Upright Growth earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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