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Nasdaq - Delayed Quote USD

Alger Mid Cap Growth Institutional R (AGIRX)

14.98
-1.03
(-6.43%)
At close: April 4 at 8:00:04 PM EDT

Fund Summary

The fund invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 63.31%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return -13.37%
5y Average Return 11.54%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
AGIRXCategory AverageAGIRXCategory AverageAGIRXCategory Average
Alpha -9.02 0.01 -7.9 0.01 -5.31 -0.02
BETA 1.2 0.01 1.17 0.01 1.13 0.01
Mean Annual Return 0.19 0.02 1.11 0.02 0.76 0.01
R-squared 85.03 0.82 72.46 0.79 73.55 0.8
Standard Deviation 22.38 0.23 23.16 0.19 20.19 0.17
Sharpe Ratio -0.1 0.01 0.45 0.01 0.35 0.01
Treynor Ratio -4.03 0.18 7.2 0.17 4.72 0.12

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