Upright Growth Fund

Class Other (UPUPX)
Scorecard
3 / 5 Stars
Lipper
4 3 1 1 5
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 40.95 percent over the past year, 19.95 percent over the past three years, 22.67 percent over the past five years, and 3.54 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 14.2%
1 Year 41.0%
3 Years (Annualized) 19.9%
5 Years (Annualized) 22.7%
10 Years (Annualized) 3.5%

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Summary

The investment seeks long-term growth of capital. The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of assets in securities principally traded in foreign markets. The fund also invests in securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued. It uses a temporary defensive strategy under adverse market conditions and may invest up to 100% of its assets in cash or cash equivalents.

Fees

Fees are High compared to funds in the same category.
Upright Growth Fund has an expense ratio of 2.17 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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