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Nasdaq - Delayed Quote USD
Alger Focus Equity I (ALGRX)
72.63
+0.96
+(1.34%)
At close: 8:03:44 PM EDT
Fund Summary
The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -11.35% |
| 5y Average Return | 19.39% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ALGRX | Category Average | ALGRX | Category Average | ALGRX | Category Average | |
| Alpha | 2.94 | 0.03 | 1.61 | 0.04 | 2.46 | 0.01 |
| BETA | 1.18 | 0.01 | 1.11 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.48 | 0.02 | 1.7 | 0.02 | 1.4 | 0.01 |
| R-squared | 83.57 | 0.89 | 83.72 | 0.87 | 83.27 | 0.87 |
| Standard Deviation | 21.85 | 0.2 | 21.54 | 0.16 | 18.12 | 0.15 |
| Sharpe Ratio | 0.62 | 0.01 | 0.82 | 0.01 | 0.82 | 0.01 |
| Treynor Ratio | 10.29 | 0.21 | 15.34 | 0.21 | 13.28 | 0.15 |
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