Allspring Discovery Mid Cap Growth Fund (SENAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SENAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SENAX
SENAX charges 1.18% annually. There are 130 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | SENAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SENAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SENAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | SENAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | SENAX vs VMFGX |
Best Risk-Adjusted Alternatives to SENAX
SENAX has a PortfoliosLab risk / return rank of 8. There are 78 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 81.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 81 | 31.20B | Aug 1995 | SENAX vs VHCOX | |
| Needham Growth Fund Institutional Class | 71 | — | Dec 2016 | SENAX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 69 | — | Oct 2000 | SENAX vs TAAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 68 | — | Jun 1998 | SENAX vs MGOYX | |
| Needham Growth Fund | 68 | — | Jan 1996 | SENAX vs NEEGX |
Top Performing SENAX Alternatives (YTD)
SENAX is at 6.20% YTD. There are 83 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 40.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 40.66% | — | Dec 2016 | SENAX vs NEEIX | |
| Needham Growth Fund | 40.35% | — | Jan 1996 | SENAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.15% | — | May 2007 | SENAX vs LSHAX | |
| Kinetics Paradigm Fund | 26.16% | — | Dec 1999 | SENAX vs WWNPX | |
| Timothy Plan Aggressive Growth Fund | 25.83% | — | Oct 2000 | SENAX vs TAAGX |
Lowest Volatility Alternatives to SENAX
SENAX has 20.06% 1-year volatility. There are 110 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.56% | — | May 2021 | SENAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | SENAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.63% | — | Dec 1996 | SENAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.46% | — | Mar 1950 | SENAX vs VLIFX | |
| Sparrow Growth Fund | 13.55% | — | Oct 1998 | SENAX vs SGFFX |
Lowest Drawdown Alternatives to SENAX
SENAX has a 1-year max drawdown of -13.59%. There are 67 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | SENAX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SENAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SENAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | SENAX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | SENAX vs FAMVX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, WFMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 16 | -15.29% | — | Jan 1998 | SENAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 87 | 28.46% | — | Jan 1998 | SENAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 30 | 13.14% | — | — | SENAX vs WFMIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 1.85% | — | Aug 1999 | SENAX vs SADIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 85 | 0.98% | — | Aug 1999 | SENAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 6 | 2.12% | — | Jan 1998 | SENAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 21 | 15.51% | — | May 1993 | SENAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 63 | 11.14% | — | Feb 1990 | SENAX vs EVSAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 18 | 9.21% | — | Feb 2000 | SENAX vs SOPVX | |
| Allspring Absolute Return Fund | Global Allocation | 87 | 13.16% | — | Feb 2012 | SENAX vs WARAX |
Often Compared With SENAX
Investors most often compare SENAX with SPY, GOOGL, VOO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SENAX with Any Fund or Stock
Compare SENAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SENAX with funds that move differently
Allspring Discovery Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SENAX.
Explore SENAX Diversifiers