Alger Focus Equity Fund (ALGRX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ALGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALGRX
ALGRX charges 0.89% annually. There are 239 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ALGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ALGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ALGRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ALGRX vs TILIX |
Best Risk-Adjusted Alternatives to ALGRX
ALGRX has a PortfoliosLab risk / return rank of 50. There are 75 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | ALGRX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ALGRX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | ALGRX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | ALGRX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | ALGRX vs POGRX |
Top Performing ALGRX Alternatives (YTD)
ALGRX is at 15.62% YTD. There are 52 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | ALGRX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | ALGRX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | ALGRX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | ALGRX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | ALGRX vs FOCPX |
Lowest Volatility Alternatives to ALGRX
ALGRX has 21.40% 1-year volatility. There are 397 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ALGRX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | ALGRX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | ALGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ALGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | ALGRX vs AWYIX |
Lowest Drawdown Alternatives to ALGRX
ALGRX has a 1-year max drawdown of -17.55%. There are 327 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ALGRX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ALGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALGRX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ALGRX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALGRX vs AQEIX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALAFX, ACAAX, ALBAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity A Fund | Large Cap Growth Equities | 50 | 15.62% | — | Nov 1993 | ALGRX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 37 | 14.02% | — | Dec 1996 | ALGRX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 13.35% | — | Dec 1996 | ALGRX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 44 | 21.41% | — | Jan 1989 | ALGRX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 38 | 13.37% | — | Jan 1995 | ALGRX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 41 | 15.43% | — | Nov 1993 | ALGRX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 29 | 11.86% | — | Jul 1969 | ALGRX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 38 | 14.21% | — | Dec 2010 | ALGRX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 5.02% | — | May 2002 | ALGRX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 72 | 26.36% | — | Apr 2024 | ALGRX vs AAIZX |
Often Compared With ALGRX
Investors most often compare ALGRX with SPY, GQRIX, ^GSPC. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ALGRX with Any Fund or Stock
Compare ALGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALGRX with funds that move differently
Alger Focus Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALGRX.
Explore ALGRX Diversifiers