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Alger Mid Cap Focus C (ALOCX)

14.46
+1.12
+(8.40%)
At close: 8:00:05 PM EDT
Loading Chart for ALOCX
  • Previous Close 13.34
  • YTD Return -13.48%
  • Expense Ratio 1.97%
  • Category Mid-Cap Growth
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 227.44M
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 94.67%
  • Last Dividend --
  • Inception Date Jun 14, 2019

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. In addition, under normal market conditions, it invests at least 25% of its total assets in companies in the following group of industries: Health Care Equipment & Supplies, Health Care Technology, Biotechnology, Life Sciences Tools & Services, and/or Software, as defined by third party sources. The fund may have 25% or more of its total assets invested in any one of these industries. It is non-diversified.

Alger

Fund Family

Mid-Cap Growth

Fund Category

227.44M

Net Assets

2019-06-14

Inception Date

Performance Overview: ALOCX

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Trailing returns as of 4/8/2025. Category is Mid-Cap Growth.

YTD Return

ALOCX
13.48%
Category
10.80%
 

1-Year Return

ALOCX
3.73%
Category
48.17%
 

3-Year Return

ALOCX
2.68%
Category
21.26%
 

5-Year Return

ALOCX
11.70%
Category
20.18%
 

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Holdings: ALOCX

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Sector Weightings

SectorALOCX
Technology   34.93%
Industrials   21.52%
Healthcare   10.10%
Utilities   4.01%
Real Estate   0.98%
Energy   0.00%

Recent News: ALOCX

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Research Reports: ALOCX

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