NasdaqGM - Delayed Quote USD

Alger Responsible Investing Fun (0P00018J8L)

17.02 +0.23 (+1.37%)
As of April 5 at 4:00:00 PM EDT. Market Open.
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DELL
  • Previous Close 16.79
  • YTD Return 10.50%
  • Expense Ratio 0.95%
  • Category Large Growth
  • Last Cap Gain 60.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 96.1M
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.98%
  • Last Dividend --
  • Inception Date Oct 14, 2016

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance ("ESG") rating of average or above by a third-party ESG rating agency (an “ESG Rating Agency”) that also demonstrate, in the view of the Manager, promising growth potential.

Alger

Fund Family

Large Growth

Fund Category

96.1M

Net Assets

2016-10-14

Inception Date

Performance Overview: 0P00018J8L

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Trailing returns as of 4/4/2024. Category is Large Growth.

YTD Return

0P00018J8L
10.50%
Category
12.38%
 

1-Year Return

0P00018J8L
34.01%
Category
41.70%
 

3-Year Return

0P00018J8L
8.79%
Category
22.56%
 

5-Year Return

0P00018J8L
15.83%
Category
21.98%
 

Holdings: 0P00018J8L

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Top 10 Holdings (50.97% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 13.50%
NVDA
NVIDIA Corporation 7.23%
AAPL
Apple Inc. 6.77%
AMZN
Amazon.com, Inc. 6.23%
V
Visa Inc. 4.66%
ADBE
Adobe Inc. 3.53%
GOOGL
Alphabet Inc. 2.56%
LRCX
Lam Research Corporation 2.40%
GOOG
Alphabet Inc. 2.24%
ASML
ASML Holding N.V. 1.85%

Sector Weightings

Sector0P00018J8L
Technology   45.89%
Healthcare   11.80%
Industrials   6.32%
Real Estate   2.40%
Utilities   0.53%
Energy   0.00%

Recent News: 0P00018J8L

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Research Reports: 0P00018J8L

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