Nasdaq - Delayed Quote USD

Alger Mid Cap Growth I-2 (AMGOX)

21.11
-0.30
(-1.40%)
At close: 8:04:06 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Fidelity Advisor 401(k) I Shares
  • Matrix Financial Solutions
  • ADP Access
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The advisor focuses on mid-sized companies that the advisor believes demonstrate promising growth potential. Under normal circumstances, it 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.

Fund Overview

Category Mid-Cap Growth
Fund Family Alger
Net Assets 143.34M
YTD Return 1.37%
Yield 0.00%
Morningstar Rating
Inception Date May 03, 1993

Performance & Risk

YTD Return 4.71%
5y Average Return 8.79%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

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