Nasdaq - Delayed Quote USD

Alger Mid Cap Focus Y (ALOYX)

17.45
+0.11
+(0.63%)
At close: May 30 at 8:00:05 PM EDT
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  • Previous Close 17.34
  • YTD Return -11.82%
  • Expense Ratio 0.78%
  • Category Mid-Cap Growth
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 231.76M
  • Beta (5Y Monthly) 1.08
  • 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

231.76M

Net Assets

2019-06-14

Inception Date

Performance Overview: ALOYX

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Trailing returns as of 5/29/2025. Category is Mid-Cap Growth.

YTD Return

ALOYX
11.82%
Category
10.80%
 

1-Year Return

ALOYX
4.18%
Category
48.17%
 

3-Year Return

ALOYX
4.17%
Category
21.26%
 

5-Year Return

ALOYX
0.00%
Category
20.18%
 

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Holdings: ALOYX

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Sector Weightings

SectorALOYX
Technology   34.48%
Industrials   22.07%
Healthcare   9.64%
Utilities   2.78%
Real Estate   1.66%
Energy   0.00%

Recent News: ALOYX

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Research Reports: ALOYX

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