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Alger Mutual Funds List

Here you can find all mutual funds issued by Alger and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
32
Avg. Expense Ratio
1.10%
Avg. 1 Year Return
37.46%
Avg. 5 Year Return
9.91%
Median Risk/Return Score
46 / 100
Alger Mutual Funds List

32 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Alger Large Cap Growth Portfolio FundLarge Cap Growth EquitiesJan 9, 19890.82%
22.88%
19.67%
9.86%
50
Alger AI Enablers & Adopters CTechnology EquitiesApr 4, 20241.66%
27.35%
5.05%
76
Alger AI Enablers & Adopters ZTechnology EquitiesApr 4, 20240.55%
27.87%
4.94%
78
Alger Small Cap Growth PortfolioSmall Cap Growth EquitiesSep 21, 19880.95%
9.50%
8.67%
1.07%
20
Alger Balanced Portfolio FundDiversified PortfolioSep 4, 19891.04%
10.24%
10.92%
12.44%
88
Alger Capital Appreciation FundLarge Cap Growth EquitiesDec 31, 19961.15%
16.00%
19.73%
8.45%
44
Alger Capital Appreciation Institutional Fund Clas...Large Cap Growth EquitiesFeb 28, 20170.83%
17.49%
5.65%
50
Alger Capital Appreciation Fund Class ZLarge Cap Growth EquitiesDec 29, 20100.85%
16.17%
21.62%
7.60%
45
Alger Capital Appreciation Fund Institutional Clas...Large Cap Growth EquitiesOct 14, 20160.88%
17.48%
5.69%
50
Alger International Focus FundForeign Large Cap EquitiesNov 10, 19861.28%
10.64%
7.98%
12.48%
11
Alger Mid Cap Focus Fund newMid Cap Growth EquitiesJun 14, 20190.95%
10.02%
0.00%
23
Alger Health Sciences FundHealth & Biotech EquitiesApr 30, 20021.05%
0.66%
8.46%
0.00%
37
Alger Emerging Markets FundEmerging Markets DiversifiedDec 28, 20101.45%
24.55%
8.84%
0.04%
63
Alger Growth & Income PortfolioLarge Cap Blend EquitiesNov 15, 19880.86%
14.15%
15.71%
12.03%
89
Alger Focus Equity A FundLarge Cap Growth EquitiesNov 8, 19930.95%
17.77%
21.84%
6.72%
61
Alger Capital Appreciation Institutional FundLarge Cap Growth EquitiesNov 8, 19931.12%
17.28%
19.85%
5.96%
48
Alger Growth & Income FundLarge Cap Blend EquitiesDec 31, 19960.98%
13.14%
15.39%
0.80%
88
Alger Focus Equity FundLarge Cap Growth EquitiesNov 8, 19930.89%
17.78%
21.88%
6.65%
61
Alger Weatherbie Specialized Growth FundSmall Cap Growth EquitiesMay 8, 20021.20%
4.02%
8.67%
0.00%
7
Alger MidCap Growth Institutional FundMid Cap Growth EquitiesNov 8, 19931.44%
5.88%
12.71%
0.00%
15

Rows per page

1–20 of 32

Explore top Alger Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Alger Mutual funds by Risk/Return Score

The top Alger Mutual funds by PortfoliosLab Risk/Return Score are AIGOX (89) and ABLOX (88). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Alger Mutual funds Over 5 Years

The top Alger Mutual funds is ACAYX (21.95%). Across the lineup, Alger Mutual funds show an average 1-year return of 37.46% and an average 5-year return of 9.91%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Alger Mutual funds

The top Alger Mutual funds is AAIZX (0.55%). With an average expense ratio of 1.10%, Alger Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Alger Mutual funds

The top Alger Mutual funds is ATVPX (17.45%). Across the lineup, Alger Mutual funds show an average dividend yield of 5.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Alger 35 Fund17.45%Mar 2018
Alger Capital Appreciation Portfolio16.26%Jan 1995
Alger International Focus Fund12.48%Nov 1986
Alger Balanced Portfolio Fund12.44%Sep 1989
Alger Growth & Income Portfolio12.03%Nov 1988

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Top Mutual funds Comparisons

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