Nasdaq - Delayed Quote USD
Alger Mid Cap Focus C (ALOCX)
14.30
+0.02
+(0.14%)
At close: 8:00:05 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -16.15% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ALOCX | Category Average | ALOCX | Category Average | ALOCX | Category Average | |
| Alpha | -11.1 | 0.01 | -6.6 | 0.01 | -- | -0.02 |
| BETA | 1.13 | 0.01 | 1.12 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.02 | 0.02 | 1.16 | 0.02 | -- | 0.01 |
| R-squared | 73.58 | 0.82 | 63.27 | 0.79 | -- | 0.8 |
| Standard Deviation | 22.82 | 0.23 | 23.81 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.21 | 0.01 | 0.47 | 0.01 | -- | 0.01 |
| Treynor Ratio | -6.44 | 0.18 | 7.95 | 0.17 | -- | 0.12 |
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