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 a closer substitute for your current allocation.
Cheapest Alternatives to UPUPX
UPUPX charges 2.09% annually. There are 73 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | UPUPX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | UPUPX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | UPUPX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | UPUPX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | UPUPX vs FIKHX |
Best Risk-Adjusted Alternatives to UPUPX
UPUPX has a PortfoliosLab risk / return rank of 69. There are 27 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | UPUPX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | UPUPX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Nov 2001 | UPUPX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 96 | — | Jun 1983 | UPUPX vs CCOYX | |
| Columbia Seligman Technology and Information Fund | 96 | — | Jun 1983 | UPUPX vs SLMCX |
Top Performing UPUPX Alternatives (YTD)
UPUPX is at 36.72% YTD. There are 19 mutual funds in the Technology Equities category with higher YTD returns, going as high as 82.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 82.71% | — | Mar 1998 | UPUPX vs RYSIX | |
| Fidelity Select Tech Hardware Portfolio | 81.80% | — | Jul 1985 | UPUPX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 74.97% | — | Jul 1985 | UPUPX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 74.74% | — | Oct 2018 | UPUPX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 74.65% | — | Dec 2000 | UPUPX vs FELIX |
Lowest Volatility Alternatives to UPUPX
UPUPX has 30.07% 1-year volatility. There are 59 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.64% | — | Nov 1993 | UPUPX vs GTTIX | |
| Towpath Technology Fund | 15.27% | — | Feb 2021 | UPUPX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.76% | 6.30B | Mar 2005 | UPUPX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.53% | — | Oct 1997 | UPUPX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 18.85% | — | Oct 2019 | UPUPX vs AIO |
Lowest Drawdown Alternatives to UPUPX
UPUPX has a 1-year max drawdown of -16.35%. There are 40 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | UPUPX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | UPUPX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | UPUPX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | UPUPX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | UPUPX vs AIO |
Other Mutual Funds from Upright Investments Trust
The 2 most viewed Upright Investments Trust mutual funds shown here include UPDDX, UPAAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Upright Growth & Income Fund | Large Cap Value Equities | — | — | — | Oct 2017 | UPUPX vs UPDDX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | UPUPX vs UPAAX |
Often Compared With UPUPX
Investors most often compare UPUPX with SPY, ALTEX, FELTX. These 6 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 63 | 8.25% | 765.27B | Jan 1993 | UPUPX vs SPY | |
| Firsthand Alternative Energy Fund | Technology Equities | 47 | 58.72% | — | Oct 2007 | UPUPX vs ALTEX | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 94 | 74.21% | — | Dec 2000 | UPUPX vs FELTX | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 94 | 48.12% | — | Nov 2009 | UPUPX vs STK | |
| Fidelity Advisor Semiconductors Fund Class A | Semiconductors, Technology Equities, Actively Managed | 94 | 74.44% | — | Dec 2000 | UPUPX vs FELAX | |
| ICON Health and Information Technology Fund | Technology Equities | 80 | 27.60% | — | Feb 1997 | UPUPX vs ICTEX |
Compare UPUPX with Any Fund or Stock
Compare UPUPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UPUPX with funds that move differently
Upright Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UPUPX.
Explore UPUPX Diversifiers