FCUPX

Active

NYLI PineStone U.S. Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.74%
Annual Cost per $10K
$74.00
30-Year Fee Drag per $10K
$14,307
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.88%

Asset Allocation

US Equity
97%
Intl Equity
3%

Fee Comparison

FCUPX
0.74%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

30% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+28.86%27 months
Compare to

Fee Impact Calculator

$
%
FCUPX at 0.74%$309,075
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$71,537
Cost vs index fund−$68,349

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
FCUPXNYLI PineStone U.S. Equity Fund0.74%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
FGCKXFidelity Growth Company Fund0.45%
AULDXUltra Fund0.54%
HNACXHarbor Capital Appreciation Fund0.59%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
TRRCXT. Rowe Price Retirement 2030 Fund0.56%
PRBLXParnassus Core Equity Fund0.82%
AGRDXGrowth Fund0.54%
COWZPacer US Cash Cows 100 ETF0.49%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
JGACXJPMorgan Growth Advantage Fund0.99%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
MOATVanEck Morningstar Wide Moat ETF0.47%
DVYiShares Select Dividend ETF0.38%
TRRHXT. Rowe Price Retirement 2025 Fund0.54%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
VEXPXVANGUARD EXPLORER FUND0.44%
IGRFXMacquarie Mid Cap Growth Fund0.68%
CREFXCohen & Steers Real Estate Securities Fund0.75%
EGFIXEdgewood Growth Fund$1M min1.00%
FGKFXFidelity Growth Company K6 Fund0.45%
QVI2QVIP Index 500 Portfolio0.34%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
FSCSXSelect Software and IT Services Portfolio0.62%
PFFiShares Preferred and Income Securities ETF0.45%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
OEICXJPMorgan Equity Index Fund0.45%
FLMVXJPMorgan Mid Cap Value Fund1.09%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
LGRNXLoomis Sayles Growth Fund0.57%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
DCZRXMacquarie Small Cap Core Fund0.68%
PLCGXLargeCap Growth Fund I0.94%
JAGKX500 Index Trust0.50%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
PGORXPutnam Large Cap Growth Fund0.93%
HAITXHARTFORD CORE EQUITY FUND0.36%
ILGRXMacquarie Large Cap Growth Fund0.89%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
GTENXGateway Fund0.65%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
DVZRXMacquarie Small Cap Value Fund0.70%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
CGWRXColumbia Cornerstone Growth Fund0.97%
ASDEXSelect Fund0.55%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
UANQXVictory Nasdaq-100 Index Fund0.43%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
LMESXClearBridge Appreciation Fund0.56%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
MXVIXEmpower S&P 500 Index Fund0.49%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
AMLPAlerian MLP ETF0.85%
VVIPXVoya VACS Index Series S Portfolio
FUFRXFranklin Utilities Fund0.50%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
SUWAXDWS Core Equity Fund0.83%
PLSAXLargeCap S&P 500 Index Fund0.39%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
FFEFXNuveen Dividend Value Fund0.61%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
FTCSFirst Trust Capital Strength ETF0.52%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
SSSVXState Street Equity 500 Index Fund0.47%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
CSJFXCohen & Steers Realty Shares0.80%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
TAGHXTransamerica US Growth0.68%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
HIAGXHARTFORD DISCIPLINED EQUITY HLS FUND0.59%
JAIZXManaged Volatility Growth Portfolio0.77%
ACILXHeritage Fund0.65%
COAVXColumbia Overseas Value Fund0.82%
JGAVXJPMorgan U.S. Value Fund0.94%
AFEDXLarge Cap Equity Fund0.44%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
TILGXNuveen Large Cap Growth Fund0.41%
TICRXNuveen Large Cap Responsible Equity Fund0.49%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
TRPGXNuveen Core Equity Fund0.56%
FDLFirst Trust Morningstar Dividend Leaders Index Fund0.43%
USAUXVictory Aggressive Growth Fund0.71%
TRCPXNuveen Large Cap Value Fund0.56%
HNVRXHarbor Small Cap Value Fund0.80%
MIEAXMM S&P 500 Index Fund0.89%
VCSTXScience & Technology Fund0.91%
TRRGXT. Rowe Price Retirement 2015 Fund0.50%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
JAIJXLifestyle Growth Portfolio0.61%

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