Alger SmallCap Growth Institutional Fund (ALSRX) belongs to the Small 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 ALSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALSRX
ALSRX charges 1.24% annually. There are 116 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ALSRX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | ALSRX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | ALSRX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ALSRX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ALSRX vs VISGX |
Best Risk-Adjusted Alternatives to ALSRX
ALSRX has a PortfoliosLab risk / return rank of 29. There are 111 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | ALSRX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | ALSRX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | ALSRX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | ALSRX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | ALSRX vs DMCRX |
Top Performing ALSRX Alternatives (YTD)
ALSRX is at 18.07% YTD. There are 52 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | ALSRX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | ALSRX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | ALSRX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | ALSRX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | ALSRX vs NEAGX |
Lowest Volatility Alternatives to ALSRX
ALSRX has 26.47% 1-year volatility. There are 133 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | ALSRX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | ALSRX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | ALSRX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | ALSRX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | ALSRX vs ETEGX |
Lowest Drawdown Alternatives to ALSRX
ALSRX has a 1-year max drawdown of -21.23%. There are 151 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ALSRX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ALSRX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ALSRX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | ALSRX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | ALSRX vs SGPIX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 27 | 10.08% | — | Nov 1993 | ALSRX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 27 | 10.07% | — | Nov 1993 | ALSRX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 20 | 8.37% | — | Dec 1996 | ALSRX vs ACAAX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 22 | 8.54% | — | Jan 1995 | ALSRX vs ALVOX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 83 | 13.02% | — | Dec 1996 | ALSRX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 26 | 14.64% | — | Jan 1989 | ALSRX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 22 | 9.61% | — | Nov 1993 | ALSRX vs ALARX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 20 | 8.61% | — | Dec 2010 | ALSRX vs ACAZX | |
| Alger Spectra Fund | Large Cap Growth Equities | 13 | 4.51% | — | Jul 1969 | ALSRX vs SPECX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 7 | 1.72% | — | May 2002 | ALSRX vs ALMAX |
Often Compared With ALSRX
Investors most often compare ALSRX with RDTE, SSCPX, QISGX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ALSRX with Any Fund or Stock
Compare ALSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALSRX with funds that move differently
Alger SmallCap Growth Institutional Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALSRX.
Explore ALSRX Diversifiers