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
- 23.75%
- Avg. 5 Year Return
- 8.02%
- Median Risk/Return Score
- 25 / 100
Alger Mutual Funds List
32 results
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.
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5 Years
Best Alger Mutual funds by Risk/Return Score
The top Alger Mutual funds by PortfoliosLab Risk/Return Score are AHSAX (96) and AIGOX (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | |
| Alger Growth & Income Portfolio | 84 | — | Nov 1988 | |
| Alger Balanced Portfolio Fund | 83 | — | Sep 1989 | |
| Alger Growth & Income Fund | 83 | — | Dec 1996 | |
| Alger Small Cap Growth Fund | 44 | — | Nov 1986 |
Best-Performing Alger Mutual funds Over 5 Years
The top Alger Mutual funds is ACAYX (18.38%).
Across the lineup, Alger Mutual funds show an average 1-year return of 23.75% and an average 5-year return of 8.02%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Alger Capital Appreciation Institutional Fund Clas... | 18.38% | — | Feb 2017 | |
| Alger Capital Appreciation Fund Institutional Clas... | 18.35% | — | Oct 2016 | |
| Alger Focus Equity Fund Class Z | 17.82% | — | Nov 1993 | |
| Alger Capital Appreciation Fund Class Z | 17.79% | — | Dec 2010 | |
| Alger Focus Equity Fund Class I | 17.48% | — | Nov 1993 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | |
| Alger 35 Fund | 0.55% | — | Mar 2018 | |
| Alger Focus Equity Fund Class Z | 0.63% | — | Nov 1993 | |
| Alger Large Cap Growth Portfolio Fund | 0.82% | — | Jan 1989 | |
| Alger Capital Appreciation Institutional Fund Clas... | 0.83% | — | Feb 2017 |
Highest-Yield Alger Mutual funds
The top Alger Mutual funds is ATVPX (18.76%).
Across the lineup, Alger Mutual funds show an average dividend yield of 5.59%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Alger 35 Fund | 18.76% | — | Mar 2018 | |
| Alger Capital Appreciation Portfolio | 17.30% | — | Jan 1995 | |
| Alger International Focus Fund | 12.51% | — | Nov 1986 | |
| Alger Balanced Portfolio Fund | 12.45% | — | Sep 1989 | |
| Alger Growth & Income Portfolio | 11.90% | — | Nov 1988 |
Top Mutual funds Issuers
Fidelity · 975 Mutual fundsBlackRock · 352 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
ALGRX vs. SPYALGRX vs. GQRIXALGRX vs. FTQGXALGRX vs. ^GSPCALGRX vs. LSGRXALAFX vs. VOOALAFX vs. FRTYALAFX vs. CHATALAFX vs. VOOGALAFX vs. CNEQACAAX vs. VOOACAAX vs. SPYACAAX vs. VWIAXACAAX vs. FDEGXACAAX vs. SCHDALVOX vs. FUMIXALVOX vs. TBCIXALVOX vs. FVWSXALVOX vs. FXAIXALVOX vs. SMHALBAX vs. CMNWXALBAX vs. SLVRXALBAX vs. MIGFXALBAX vs. SMGIXALBAX vs. JDESXAAGOX vs. ATVPXAAGOX vs. FVWSXAAGOX vs. FXAIXAAGOX vs. FUMIXAAGOX vs. QQQALARX vs. WSTCXALARX vs. SHSAXALARX vs. HAGAXALARX vs. MXVIXALARX vs. FSTEXACAZX vs. GQRIXACAZX vs. VOOACAZX vs. PRWCXACAZX vs. DREVXACAZX vs. DGRWSPECX vs. BFOCXSPECX vs. WIREXSPECX vs. VGTSPECX vs. ARTTXSPECX vs. FBCGXALMAX vs. ALTFXALMAX vs. FXAIXALMAX vs. ACAYXALMAX vs. NCLEXALMAX vs. SPY