Upright Growth Fund (UPUPX) Alternatives
Upright Growth Fund (UPUPX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UPUPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to UPUPX
UPUPX charges 2.09% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among UPUPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | UPUPX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | UPUPX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | UPUPX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | UPUPX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | UPUPX vs FIKHX |
Best Risk-Adjusted Alternatives to UPUPX
Among mutual funds in the Technology Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | UPUPX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | UPUPX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | UPUPX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | UPUPX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | UPUPX vs FELIX |
Top Performing UPUPX Alternatives (YTD)
UPUPX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | UPUPX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | UPUPX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | UPUPX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | UPUPX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | UPUPX vs RYSIX |
Lowest Volatility Alternatives to UPUPX
UPUPX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | UPUPX vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | UPUPX vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | UPUPX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | UPUPX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | UPUPX vs NWJCX |
Lowest Drawdown Alternatives to UPUPX
UPUPX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | UPUPX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | UPUPX vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | UPUPX vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | UPUPX vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | UPUPX vs BOGSX |
Other Mutual Funds from Upright Investments Trust
Most popular Upright Investments Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Upright Growth & Income Fund | Large Cap Value Equities | 77 | -4.20% | Oct 10, 2017 | UPUPX vs UPDDX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | 43 | -6.72% | Oct 9, 2017 | UPUPX vs UPAAX |
Often Compared With UPUPX
What investors most often compare with UPUPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | UPUPX vs SPY |
Compare UPUPX with Any Fund or Stock
Compare UPUPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.