Alger Focus Equity Fund Class I (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 0.95% annually. There are 267 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ALGRX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ALGRX vs SWLGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ALGRX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ALGRX vs VRGWX |
Best Risk-Adjusted Alternatives to ALGRX
ALGRX has a PortfoliosLab risk / return rank of 36. There are 99 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | ALGRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | ALGRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | ALGRX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | ALGRX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | ALGRX vs FZAPX |
Top Performing ALGRX Alternatives (YTD)
ALGRX is at 13.02% YTD. There are 58 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | ALGRX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | ALGRX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | ALGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | ALGRX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | ALGRX vs GTLLX |
Lowest Volatility Alternatives to ALGRX
ALGRX has 24.16% 1-year volatility. There are 395 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | ALGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | ALGRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | ALGRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ALGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | ALGRX vs GQEPX |
Lowest Drawdown Alternatives to ALGRX
ALGRX has a 1-year max drawdown of -17.55%. There are 326 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ALGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ALGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ALGRX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALAFX, ACAAX, ALVOX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity A Fund | Large Cap Growth Equities | 36 | 12.99% | — | Nov 1993 | ALGRX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 27 | 11.02% | — | Dec 1996 | ALGRX vs ACAAX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 29 | 11.25% | — | Jan 1995 | ALGRX vs ALVOX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 88 | 14.46% | — | Dec 1996 | ALGRX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 34 | 17.65% | — | Jan 1989 | ALGRX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 29 | 12.31% | — | Nov 1993 | ALGRX vs ALARX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 27 | 11.26% | — | Dec 2010 | ALGRX vs ACAZX | |
| Alger Spectra Fund | Large Cap Growth Equities | 20 | 7.44% | — | Jul 1969 | ALGRX vs SPECX | |
| Alger AI Enablers & Adopters Z | Artificial Intelligence, Technology Equities | 50 | 22.07% | — | Apr 2024 | ALGRX vs AAIZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 10 | 4.52% | — | May 2002 | ALGRX vs ALMAX |
Often Compared With ALGRX
Investors most often compare ALGRX with SPY, GQRIX, FTQGX. These 20 comparison targets span 9 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 Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALGRX.
Explore ALGRX Diversifiers