Allspring Opportunity Fund (SOPVX) belongs to the Large 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 SOPVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SOPVX
SOPVX charges 1.18% annually. There are 344 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | SOPVX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | SOPVX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SOPVX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SOPVX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SOPVX vs TILIX |
Best Risk-Adjusted Alternatives to SOPVX
SOPVX has a PortfoliosLab risk / return rank of 21. There are 218 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | SOPVX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | SOPVX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | SOPVX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | SOPVX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | SOPVX vs FOCPX |
Top Performing SOPVX Alternatives (YTD)
SOPVX is at 7.77% YTD. There are 169 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | SOPVX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | SOPVX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | SOPVX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | SOPVX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | SOPVX vs POGRX |
Lowest Volatility Alternatives to SOPVX
SOPVX has 14.28% 1-year volatility. There are 78 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | SOPVX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | SOPVX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | SOPVX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SOPVX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | SOPVX vs GQEPX |
Lowest Drawdown Alternatives to SOPVX
SOPVX has a 1-year max drawdown of -12.12%. There are 103 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SOPVX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SOPVX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SOPVX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SOPVX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SOPVX vs DNVYX |
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 | 21 | -4.43% | — | Jan 1998 | SOPVX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 95 | 38.34% | — | Jan 1998 | SOPVX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 26 | 10.92% | — | — | SOPVX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 79 | 0.61% | — | Aug 1999 | SOPVX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | SOPVX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 13 | 6.79% | — | Jan 1998 | SOPVX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 21 | 13.28% | — | May 1993 | SOPVX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 70 | 10.52% | — | Feb 1990 | SOPVX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 9.16% | — | Feb 2000 | SOPVX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 51 | 18.70% | — | Jan 2002 | SOPVX vs SCVAX |
Often Compared With SOPVX
Investors most often compare SOPVX with VOO, SPYG, SSTHX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SOPVX with Any Fund or Stock
Compare SOPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOPVX with funds that move differently
Allspring Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOPVX.
Explore SOPVX Diversifiers