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 11. There are 70 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | SENAX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | SENAX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | SENAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | SENAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | SENAX vs POAGX |
Top Performing SENAX Alternatives (YTD)
SENAX is at 7.17% YTD. There are 77 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | SENAX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | SENAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | SENAX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | SENAX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | SENAX vs OEGYX |
Lowest Volatility Alternatives to SENAX
SENAX has 19.90% 1-year volatility. There are 116 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | SENAX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | SENAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | SENAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | SENAX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | SENAX vs RIPIX |
Lowest Drawdown Alternatives to SENAX
SENAX has a 1-year max drawdown of -13.59%. There are 70 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 | |
| Villere Equity Fund | -8.09% | — | May 2013 | SENAX vs VLEQX | |
| 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 |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, WFMIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 17 | -8.88% | — | Jan 1998 | SENAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 93 | 34.11% | — | Jan 1998 | SENAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 23 | 10.31% | — | — | SENAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 80 | 0.73% | — | Aug 1999 | SENAX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | SENAX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 9 | 3.50% | — | Jan 1998 | SENAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 18 | 12.56% | — | May 1993 | SENAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 60 | 8.91% | — | Feb 1990 | SENAX vs EVSAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 50 | 18.43% | — | Jan 2002 | SENAX vs SCVAX | |
| Allspring Index Asset Allocation Fund | Diversified Portfolio | 50 | 4.76% | — | Nov 1986 | SENAX vs SFAAX |
Often Compared With SENAX
Investors most often compare SENAX with SPY, GOOGL, VOO. These 20 comparison targets span 12 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