Mutual Funds - Latest Summary ( 19 Funds, 70 Classes )


Alger Mid Cap Focus Fund

Mid-Cap > Growth

AFOIX rank - 315 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing positive dyna

YTD
20.28%
2023
16.47%

Alger Dynamic Opportunities Fund

NA > NA

SPEDX rank - 368 of 432

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing po

YTD
15.9%
2023
4.24%

Alger Weatherbie Specialized Growth Fund

Small-Cap > Growth

ALMAX rank - 411 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies expe

YTD
7.05%
2023
11.22%

Alger Small Cap Growth Institutional Fund

Small-Cap > Growth

AISZX rank - 383 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing positive dy

YTD
5.97%
2023
15.23%

Alger Small Cap Growth Fund

Small-Cap > Growth

AGSCX rank - 387 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing positive dy

YTD
7.09%
2023
15.4%

Alger Small Cap Focus Fund

Small-Cap > Growth

AGOZX rank - 384 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing positive dy

YTD
7.69%
2023
10.29%

Alger Global Focus Fund

Multi-Cap > Core

CHUSX rank - 205 of 220

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on high quality growth comp

YTD
18.33%
2023
24.23%

Alger Emerging Markets Fund

NA > NA

AAEMX rank - 0 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The investment team favors securities of emerging country i

YTD
10.4%
2023
13.36%

Alger International Focus Fund

Multi-Cap > Growth

ALGAX rank - 176 of 221

The fund seeks growth by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team relies on fundamental analysis to rank stocks based on quality and

YTD
8.15%
2023
18.04%

Alger Health Sciences Fund

NA > NA

AHSAX rank - 53 of 60

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to identify companies in the benchmark index that experience positive dynamic change.

The investment team believes companies undergoing positive dynamic change offer the best investment opportunities.

Next, the rese

YTD
6.16%
2023
-4.26%

Alger 35 Fund

Multi-Cap > Growth

ATVPX rank - 0 of 315

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to identify companies in the benchmark index that experience positive dynamic change.

The investment team believes companies undergoing positive dynamic change offer the best investment opportunities.

Next, the rese

YTD
31.08%
2023
31.41%

Alger Spectra Fund

Large-Cap > Growth

ASPCX rank - 571 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team uses fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in produ

YTD
34.35%
2023
40.21%

Alger Capital Appreciation Focus Fund

Large-Cap > Growth

ALAFX rank - 422 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in p

YTD
38.55%
2023
44.01%

Alger Growth & Income Fund

Large-Cap > Core

AGIZX rank - 115 of 527

The fund seeks primarily capital appreciation and secondarily current income by investing in companies in the United States.

The investment process is designed to identify companies that demonstrate capital growth outlook and which pay dividends.

The process focuses on companies generating high dividend yields; or having a track record of consistent dividend growth; or havin

YTD
17.36%
2023
21.3%

Alger Responsible Investing Fund

Large-Cap > Growth

AGFCX rank - 0 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook with positive environmental, social, or governance practices ratings.

The research team is using fundamental analysis to uncove

YTD
20.55%
2023
31.02%

Alger Capital Appreciation Fund

Large-Cap > Growth

ACAAX rank - 495 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in p

YTD
36.84%
2023
33.28%

Alger Large Cap Growth Fund

Large-Cap > Growth

AAGOX rank - 418 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to identify companies in the benchmark index that demonstrate promising growth outlook.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth. The team also looks for g

YTD
33.96%
2023
32.67%

Alger Mid Cap Growth Fund

Mid-Cap > Growth

AMCGX rank - 283 of 326

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

YTD
14.86%
2023
22.85%

Alger Mid Cap Growth Institutional Fund

Mid-Cap > Growth

AGIRX rank - 289 of 326

The fund seeks long-term capital gain by investing in mid-size growth companies in the United States.

The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

YTD
14.6%
2023
22.08%
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