Morningstar

Upright Growth Fund UPUPX

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

Strategy

The investment seeks long-term growth of capital. The fund primarily invests in common stock, equity and fixed income exchange-traded funds, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.

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
UPUPX	Upright Growth Fund	No Load	Limited			Jan 21, 1999	$29.73M	2.450%	High	$2,000	−$825,955.88

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