UPUPX
ActiveUpright Growth Fund
Category: US Equity (9,528 funds)
Expense Ratio
3.32%
Annual Cost per $10K
$332.00
30-Year Fee Drag per $10K
$46,553
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+49.43%
Asset Allocation
US Equity
83%US Bond
2%Cash
15%Fee Comparison
UPUPX
3.32%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%213% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly
+102.00%3Y
Compare to
Fee Impact Calculator
$
%
UPUPX at 3.32%$147,849
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$232,763
Cost vs index fund−$229,575
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025
| Ticker | Name | ER |
|---|---|---|
| UPUPX | Upright Growth Fund | 3.32% |
| QCGRFX | College Retirement Equities Fund - Growth Account | — |
| RICAX | Investment Co of America | 1.36% |
| HFSAX | Hundredfold Select Alternative Fund | 2.94% |
| QCEQFX | College Retirement Equities Fund - Equity Index Account | — |
| VMCAX | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND | — |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| MEGBX | MFS Growth Fund | 1.58% |
| FRDTX | Franklin Rising Dividends Fund | 1.58% |
| FHCLX | Select Health Care Portfolio | — |
| RRMGX | T. Rowe Price Mid-Cap Growth Fund, Inc. | 1.29% |
| MLABX | NYLI Winslow Large Cap Growth Fund | 1.86% |
| FNICX | Fidelity Advisor New Insights Fund | 1.65% |
| DIAMX | DIAMOND HILL LONG SHORT FUND | 1.94% |
| TWCCX | Ultra Fund | 1.89% |
| FDYNX | Franklin Dynatech Fund | 1.57% |
| SVARX | Spectrum Low Volatility Fund | 2.81% |
| VSCAX | Invesco Small Cap Value Fund | 1.35% |
| RTLCX | Tax-Managed U.S. Large Cap Fund | 1.91% |
| PMBCX | MidCap Fund | 1.67% |
| HDGCX | THE HARTFORD DIVIDEND AND GROWTH FUND | 1.74% |
| PCEF | Invesco CEF Income Composite ETF | 2.71% |
| JDVFX | Disciplined Value Fund | 1.71% |
| APGCX | AB LARGE CAP GROWTH FUND INC | 1.57% |
| FACGX | Fidelity Advisor Growth Opportunities Fund | 1.49% |
| VVICX | Voya VACS Index Series SC Portfolio | — |
| FINHX | Fidelity Equity-Income Fund | — |
| PAALX | PIMCO All Asset Fund | 2.11% |
| VVIPX | Voya VACS Index Series S Portfolio | — |
| TWRCX | Growth Fund | 1.89% |
| WFPCX | Allspring Special Mid Cap Value Fund | 1.87% |
| JCLBX | Multimanager Lifestyle Balanced Portfolio | 2.02% |
| MCBVX | MFS Mid Cap Value Fund | 1.74% |
| RRMVX | T. Rowe Price Mid-Cap Value Fund, Inc. | 1.35% |
| CSECX | Calvert Equity Fund | 1.65% |
| FRGSX | Franklin Growth Fund | 1.54% |
| BPTUX | Baron Partners Fund | 1.99% |
| TIBOX | Thornburg Investment Income Builder Fund | 0.84% |
| CPATX | Counterpoint Tactical Income Fund | 2.25% |
| JCLGX | Multimanager Lifestyle Growth Portfolio | 2.08% |
| DCCCX | Macquarie Small Cap Core Fund | 1.81% |
| ATCAX | Anchor Risk Managed Income Strategies Fund | 2.93% |
| QLD | ProShares Ultra QQQ | 0.95% |
| SAPCX | ClearBridge Appreciation Fund | 1.65% |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap Fund | 1.37% |
| EPGCX | Fidelity Advisor Equity Growth Fund | 1.67% |
| DEVCX | Macquarie Small Cap Value Fund | 1.85% |
| SUNBX | Spectrum Unconstrained Fund | 3.14% |
| BDSAX | BlackRock Advantage Small Cap Core Fund | 1.50% |
| GTECX | Gateway Fund | 1.70% |
| WAYEX | WAYCROSS MANAGED RISK EQUITY FUND | 2.31% |
| CSMFX | Carillon Scout Mid Cap Fund | 2.00% |
| SBPLX | ClearBridge Dividend Strategy Fund | 1.74% |
| CSCIX | Cohen & Steers Real Estate Securities Fund | 1.75% |
| JGLYX | JPMorgan Small Cap Growth Fund | 1.24% |
| CEFZ | RiverNorth Active Income ETF | — |
| RSECX | U.S. Strategic Equity Fund | 1.85% |
| FUNCX | Victory Pioneer Fundamental Growth Fund | 1.72% |
| PASVX | T. Rowe Price Small-Cap Value Fund, Inc. | 1.16% |
| LMPLX | ClearBridge Large Cap Growth Fund | 1.33% |
| SSO | ProShares Ultra S&P500 | 0.89% |
| MCVSX | Victory Integrity Small-Cap Value Fund | 1.43% |
| ECFAX | Eaton Vance Floating-Rate Advantage Fund | 2.35% |
| TFAFX | Tactical Growth Allocation Fund$1M min | 2.64% |
| MFRBX | MFS Research Fund | 1.52% |
| COHIX | Coho Relative Value Equity Fund | — |
| JHLVX | Fundamental Large Cap Core Fund | 1.77% |
| FKMCX | Fidelity Mid-Cap Stock Fund | 1.69% |
| GCRTX | Goldman Sachs Absolute Return Tracker Fund | 1.85% |
| HQICX | THE HARTFORD EQUITY INCOME FUND | 1.74% |
| CRIHX | CRM LONG/SHORT OPPORTUNITIES$1M min | 1.87% |
| FKACX | Franklin Growth Opportunities Fund | 1.69% |
| GNNDX | Gotham Index Plus Fund | 1.40% |
| PCUFX | PGIM Jennison Utility Fund | 1.61% |
| QUACX | AB Small Cap Growth Portfolio | 1.12% |
| FSIUX | Invesco Dividend Income Fund | 1.69% |
| CAPEX | Eaton Vance Tax-Managed Growth Fund 1.0 | — |
| OSPMX | Invesco SteelPath MLP Income Fund | 4.57% |
| VLNPX | Voya Small Cap Growth Fund | 2.01% |
| HRSIX | Hood River Small-Cap Growth Fund | 1.07% |
| TEMTX | Franklin Mutual Shares Fund | 1.75% |
| TQAAX | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1.07% |
| SMVLX | Smead Value Fund | 1.22% |
| DHMAX | DIAMOND HILL SMALL-MID CAP FUND | 1.21% |
| TFAQX | TFA Quantitative Fund$1M min | 2.71% |
| PCSMX | SmallCap Growth Fund I | 1.44% |
| LSOFX | LS OPPORTUNITY FUND$1M min | 2.69% |
| ACSLX | Select Fund | 1.90% |
| CSJCX | Cohen & Steers Realty Shares | 1.80% |
| HFMRX | THE HARTFORD MIDCAP FUND | 1.45% |
| ATHWX | Heritage Fund | 1.50% |
| USLCX | U.S. Global Leaders Growth Fund | 1.88% |
| FRETX | Franklin Equity Income Fund | 1.58% |
| LAMCX | Lord Abbett Dividend Growth Fund | 1.64% |
| HAGCX | Carillon Eagle Mid Cap Growth Fund | 1.71% |
| AFYCX | Bahl and Gaynor Income Growth Fund | 1.83% |
| ASPCX | ALGER SPECTRA FUND | 2.25% |
| JCLMX | Multimanager Lifestyle Moderate Portfolio | 1.97% |
| LGLQX | Lord Abbett Growth Leaders Fund | 1.25% |
| PFFA | Virtus InfraCap U.S. Preferred Stock ETF | 2.48% |
| LAFCX | LORD ABBETT AFFILIATED FUND INC | 1.44% |
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