As an investor, you want to know that your investments are working hard for you. Investment performance is the return on an investment portfolio which may contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency.
The UPAL Pooled Fund Audit Report is available upon request. Call UPAL at 918-747-5585 to request a copy.
- July 2026 Retirement Fund Performance
- June 2026 Retirement Fund Performance
- May 2026 Retirement Fund Performance
- April 2026 Retirement Fund Performance
- March 2026 Retirement Fund Performance
- February 2026 Retirement Fund Performance
- January 2026 Retirement Fund Performance
- December 2025 Retirement Fund Performance
- November 2025 Retirement Fund Performance
- October 2025 Retirement Fund Performance
- September 2025 Retirement Fund Performance
- August 2025 Retirement Fund Performance
- July 2025 Retirement Fund Performance
- UPAL Money Market Fund
- UPAL Short Term Income Fund
- UPAL Core Bond Fund
- UPAL Alternative Investment Fund
- UPAL Large Cap Value Equity Fund
- UPAL S&P 500 Index Equity Fund
- UPAL Large Cap Growth Equity Fund
- UPAL Mid Cap Equity Fund
- UPAL Small Cap Equity Fund
- UPAL International Equity Fund
- UPAL Ultra Conservative Allocation Model
- UPAL Conservative Allocation Model
- UPAL Moderate Allocation Model
- UPAL Aggressive Allocation Model
- UPAL Ultra Aggressive Allocation Model
- BOK Financial Retirement Conservative Fund
- BOK Financial Retirement Income Fund
- BOK Financial Retirement 2020 Fund
- BOK Financial Retirement 2030 Fund
- BOK Financial Retirement 2040 Fund
- BOK Financial Retirement 2050 Fund
- BOK Financial Retirement 2060 Fund
- BOK Financial Retirement 2070 Fund
