Nasdaq - Delayed Quote USD

Alger Responsible Investing C (AGFCX)

14.65
+0.04
+(0.27%)
At close: 8:05:11 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.15%
5y Average Return 13.09%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 35.68%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 35.68%
Worst 3Y Total Return 2.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AGFCX
Category
YTD
-10.01%
12.38%
1-Month
0.76%
5.09%
3-Month
-12.21%
10.28%
1-Year
6.69%
41.70%
3-Year
10.07%
22.56%
5-Year
11.88%
21.98%
10-Year
11.01%
15.99%
Last Bull Market
20.81%
25.99%
Last Bear Market
-21.43%
-17.29%

Annual Total Return (%) History

Year
AGFCX
Category
2025
--
--
2024
24.84%
--
2023
35.68%
--
2022
-31.29%
--
2021
22.96%
--
2020
34.66%
35.86%
2019
32.79%
31.90%
2018
-2.38%
-2.09%

2017
26.29%
27.67%
2016
1.30%
3.23%
2015
1.67%
3.60%
2014
3.94%
10.00%
2013
33.58%
33.92%
2012
13.87%
15.34%
2011
-5.81%
-2.46%
2010
8.77%
15.53%
2009
38.35%
35.68%
2008
--
-40.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.69% -- -- --
2024 10.11% 7.80% 1.62% 3.49%
2023 12.83% 11.56% -4.34% 12.69%
2022 -10.81% -21.43% -5.52% 3.77%
2021 1.52% 11.12% 0.07% 8.92%
2020 -12.82% 27.37% 11.01% 9.25%
2019 14.70% 4.45% 0.20% 10.62%
2018 1.65% 6.07% 9.19% -17.08%
2017 9.52% 4.57% 5.09% 4.93%
2016 -1.50% -1.64% 4.77% -0.20%

2015 2.43% 1.36% -8.59% 7.14%
2014 -1.40% 2.85% -1.38% 3.94%
2013 9.62% 4.66% 6.29% 9.53%
2012 14.04% -4.95% 4.58% 0.45%
2011 3.55% -3.12% -13.83% 8.96%
2010 3.16% -11.73% 11.18% 7.45%
2009 -5.10% 18.16% 15.37% 6.94%
2008 -24.54% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 73
3-Month 85
1-Year 89
3-Year 86
5-Year 83

Load Adjusted Returns

1-Year 5.69%
3-Year 10.07%
5-Year 11.88%
10-Year 11.01%

Performance & Risk

YTD Return -1.15%
5y Average Return 13.09%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 78.08M
YTD Return -10.01%
Yield 0.00%
Morningstar Rating
Inception Date Oct 14, 2016

Fund Summary

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.

Related Tickers

MWIIX TCW MetWest Intermediate Bond I
37.51
+301.18%
 
BREIX Baron Real Estate Institutional
38.56
+4.10%
 
BREFX Baron Real Estate Retail
37.40
+4.09%
 
BREUX Baron Real Estate R6
38.55
+4.08%
 
BARIX Baron Asset Instl
103.00
+3.22%
 
BARAX Baron Asset Retail
95.69
+3.21%
 
MSSGX Morgan Stanley Inst Inception I
15.66
+2.76%
 
MFLLX Morgan Stanley Inst Inception R6
15.84
+2.72%
 
BDFIX Baron Discovery Fund
34.00
+2.60%
 
BDFUX Baron Discovery Fund
34.00
+2.56%
 
BDFFX Baron Discovery Fund
32.98
+2.55%
 
MPEGX Morgan Stanley Inst Discovery I
24.04
+2.47%
 
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio
16.24
+2.46%
 
MMCGX Morgan Stanley Inst Discovery R6
24.65
+2.41%
 
BWBTX Baron WealthBuilder TA
21.17
+2.22%
 
BWBIX Baron WealthBuilder Institutional
21.18
+2.22%
 
BSCFX Baron Small Cap Retail
29.22
+2.20%
 
MIGPX Morgan Stanley Inst Global Insgt A
17.66
+2.20%
 
BSCUX Baron Small Cap R6
31.99
+2.17%
 
BSFIX Baron Small Cap Instl
32.01
+2.17%
 
MIGIX Morgan Stanley Inst Global Insgt I
18.63
+2.14%
 
BDAIX Baron Durable Advantage Fund
28.95
+2.12%
 
BDAUX Baron Durable Advantage Fund
28.95
+2.12%
 
BDAFX Baron Durable Advantage Fund
28.53
+2.11%
 
TVRVX Third Avenue Real Estate Value Fund
23.34
+1.35%
 
TARZX Third Avenue Real Estate Value Z
23.37
+1.34%
 
TAREX Third Avenue Real Estate Value Instl
23.45
+1.34%
 
BIVIX Invenomic Institutional
17.09
+1.30%
 
BIOPX Baron Opportunity Fund
47.65
+1.30%
 
BIOIX Baron Opportunity Fund
51.07
+1.29%
 
BIOUX Baron Opportunity Fund
51.13
+1.29%
 
BIVRX Invenomic Investor
16.73
+1.27%
 
BIVSX Invenomic Super Institutional
17.34
+1.23%
 
INPIX ProFunds Internet UltraSector Inv
56.51
+1.07%
 
INPSX ProFunds Internet UltraSector Svc
35.83
+1.07%
 
EVDIX Camelot Event Driven Institutional
21.09
+0.86%
 
BPTIX Baron Partners Institutional
204.37
+0.86%
 
BPTRX Baron Partners Retail
195.52
+0.86%
 
EVDAX Camelot Event Driven A
20.58
+0.83%
 
WWSIX TETON Westwood SmallCap Equity I
21.34
+0.80%
 
WWSAX TETON Westwood SmallCap Equity A
19.06
+0.79%
 
WESCX TETON Westwood SmallCap Equity AAA
20.37
+0.79%
 
PGKCX PGIM Jennison Technology C
24.42
+0.78%
 
FTVCX FullerThaler Behav Md-Cp Val C
32.16
+0.78%
 
PGKAX PGIM Jennison Technology A
25.85
+0.78%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
22.03
+0.78%
 
FTVAX FullerThaler Behav Md-Cp Val A
32.41
+0.78%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
20.88
+0.77%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
26.34
+0.77%
 
PGKRX PGIM Jennison Technology R6
26.40
+0.72%
 
SNWIX Easterly Snow Small Cap Value I
58.13
+0.66%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
58.13
+0.66%
 
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
42.84
+0.66%
 
NEAIX Needham Aggressive Growth Institutional
49.18
+0.65%
 
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
43.15
+0.65%
 
FTXAX FullerThaler Behavioral Sm-Cp Gr A
41.78
+0.65%
 
NEAGX Needham Aggressive Growth Retail
46.49
+0.65%
 
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
41.92
+0.65%
 
FTXCX FullerThaler Behavioral Sm-Cp Gr C
40.37
+0.65%
 
SNWAX Easterly Snow Small Cap Value A
56.25
+0.64%
 
FTSAX FullerThaler Behvrl S-M Cor Eq A
35.78
+0.62%
 
BGSAX BlackRock Technology Opportunities Fund
65.14
+0.62%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
66.84
+0.62%
 
BGSIX BlackRock Technology Opportunities Fund
72.35
+0.61%
 
BTEKX BlackRock Technology Opportunities K
72.61
+0.61%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
52.96
+0.61%
 
QAACX Federated Hermes MDT All Cap Core A
46.50
+0.61%
 
BGSRX BlackRock Technology Opportunities Fund
64.92
+0.60%
 
BSTSX BlackRock Technology Opportunities Svc
66.84
+0.60%
 
FSTRX Federated Hermes MDT Large Cap Value A
32.09
+0.60%
 
QRLVX Federated Hermes MDT Large Cap Value R
32.11
+0.60%
 
QCACX Federated Hermes MDT All Cap Core C
40.70
+0.59%
 
QIACX Federated Hermes MDT All Cap Core IS
47.59
+0.59%
 
QKACX Federated Hermes MDT All Cap Core R6
46.27
+0.59%
 
FTSIX FullerThaler Behvrl S-M Cor Eq Instl
36.00
+0.59%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
69.22
+0.58%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
69.33
+0.58%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
55.08
+0.57%
 
FMSTX Federated Hermes MDT Large Cap Value IS
32.11
+0.56%
 
FSTKX Federated Hermes MDT Large Cap Value Svc
32.15
+0.56%
 
QCLVX Federated Hermes MDT Large Cap Value C
32.15
+0.56%
 
FSTLX Federated Hermes MDT Large Cap Value R6
32.16
+0.56%
 
ALAFX Alger Focus Equity A
82.54
+0.56%
 
ALZFX Alger Focus Equity Z
86.22
+0.56%
 
ALCFX Alger Focus Equity C
73.74
+0.56%
 
ALGRX Alger Focus Equity I
83.24
+0.56%
 
ALGYX Alger Focus Equity Y
86.56
+0.55%
 
ACFOX American Century Focused Dynamic Gr Inv
67.72
+0.53%
 
ACFSX American Century Focused Dynamic Gr I
69.05
+0.52%
 
ACFDX American Century Focused Dynamic Gr A
65.92
+0.52%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
70.13
+0.52%
 
LDVIX AXS FTSE Vntr Cptl RetTrckr I
27.31
+0.52%
 
UBVUX Undiscovered Managers Behavioral Value Fund
78.42
+0.51%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
78.73
+0.51%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
75.08
+0.51%
 
UBVVX Undiscovered Managers Behavioral Value Fund
79.05
+0.51%
 
UBVLX Undiscovered Managers Behavioral Value Fund
79.16
+0.51%
 
UBVTX Undiscovered Managers Behavioral Value Fund
75.27
+0.51%
 
QRSVX FPA Queens Road Small Cap Value Inv
39.62
+0.51%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
79.36
+0.51%