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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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Alger
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAGOX
Alger Large Cap Growth Portfolio FundLarge Cap Growth EquitiesJan 9, 19890.82%
9.69%
12.63%
0.00%
Alger Weatherbie Specialized Growth PortfolioMid Cap Growth EquitiesJan 2, 20081.05%
Alger Small Cap Growth PortfolioSmall Cap Growth EquitiesSep 21, 19880.95%
-1.75%
1.65%
0.00%
Alger Balanced Portfolio FundDiversified PortfolioSep 4, 19891.04%
4.07%
8.48%
1.65%
Alger Capital Appreciation FundLarge Cap Growth EquitiesDec 31, 19961.15%
11.44%
10.98%
6.45%
Alger Capital Appreciation Institutional Fund Clas...Large Cap Growth EquitiesFeb 28, 20170.83%
11.64%
6.95%
Alger Capital Appreciation Fund Class ZLarge Cap Growth EquitiesDec 29, 20100.85%
11.57%
14.05%
5.96%
Alger International Focus FundForeign Large Cap EquitiesNov 10, 19861.28%
-0.56%
4.16%
0.00%
Alger Mid Cap Focus Fund newMid Cap Growth EquitiesJun 14, 20190.95%
11.77%
0.00%
Alger Health Sciences FundHealth & Biotech EquitiesApr 30, 20021.05%
2.83%
6.85%
0.00%
Alger Emerging Markets FundEmerging Markets DiversifiedDec 28, 20101.45%
3.50%
2.81%
0.00%
Alger Growth & Income PortfolioLarge Cap Blend EquitiesNov 15, 19880.86%
5.60%
12.06%
3.71%
Alger Capital Appreciation Institutional FundLarge Cap Growth EquitiesNov 8, 19931.12%
11.50%
13.64%
7.26%
Alger Growth & Income FundLarge Cap Blend EquitiesDec 31, 19960.98%
5.21%
11.90%
1.21%
Alger Focus Equity FundLarge Cap Growth EquitiesNov 8, 19930.89%
11.69%
15.08%
0.09%
Alger Weatherbie Specialized Growth FundSmall Cap Growth EquitiesMay 8, 20021.20%
-1.56%
8.73%
0.00%
Alger MidCap Growth Institutional FundMid Cap Growth EquitiesNov 8, 19931.44%
6.87%
9.89%
0.00%
Alger Small Cap Growth FundSmall Cap Growth EquitiesNov 11, 19861.96%
-2.64%
7.24%
0.00%
Alger SmallCap Growth Institutional FundSmall Cap Growth EquitiesNov 8, 19931.24%
-2.73%
2.45%
0.00%
Alger Capital Appreciation PortfolioLarge Cap Growth EquitiesJan 25, 19950.91%
11.26%
14.04%
0.00%

1–20 of 28

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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