3 / 5 Stars
4 3 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#110 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 43.69 percent over the past year, 16.04 percent over the past three years, 31.56 percent over the past five years, and 2.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.8%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||31.6%|
|10 Years (Annualized)||2.7%|
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 are Above Average compared to funds in the same category.
Upright Growth Fund has an expense ratio of 2.17 percent.
Risk is High compared to funds in the same category according to Morningstar.