Nasdaq - Delayed Quote USD

Alger 35 Z (ATVPX)

18.46 +0.14 (+0.76%)
At close: 8:00:05 PM EST

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

  • Schwab Institutional
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Schwab All (Retail, Instl, Retirement)

Fund Summary

Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. The fund may invest in companies whose securities are traded on domestic or foreign exchanges. It is non-diversified.

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 36.03M
YTD Return 51.01%
Yield 0.00%
Morningstar Rating
Inception Date Mar 29, 2018

Performance & Risk

YTD Return 56.42%
5y Average Return 20.01%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

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