UPPXX
ActiveUPPXX
Expense Ratio
0.14%
Annual Cost per $10K
$14.00
30-Year Fee Drag per $10K
$2,932
at 7% annual return
Fund Type
Mutual Fund
Active
Asset Allocation
No allocation data available
Fee Comparison
UPPXX
0.14%Index benchmark
0.03%Fee Impact Calculator
$
%
UPPXX at 0.14%$365,953
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$14,660
Cost vs index fund−$11,471
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