Nasdaq - Delayed Quote USD

Alger Small Cap Growth I-2 (AASOX)

16.37
-0.25
(-1.50%)
At close: June 13 at 8:04:05 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Fidelity Advisor 401(k) I Shares
  • Matrix Financial Solutions
  • ADP Access
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The advisor focuses on small, fast-growing companies that the manager believes offer innovative products, services or technologies to a rapidly expanding marketplace. Under normal circumstances, the Portfolio invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology and healthcare sectors.

Fund Overview

Category Small Growth
Fund Family Alger
Net Assets 130.05M
YTD Return -10.61%
Yield 0.43%
Morningstar Rating
Inception Date Sep 21, 1988

Performance & Risk

YTD Return -6.68%
5y Average Return -0.99%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

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