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UPUPX Upright Growth

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Fund UPUPX Upright Growth
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Annual Fees
(2.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 16.81%
3 YR 13.72%
5 YR 18.36%
10 YR 4.16%
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 the fund's 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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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