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 115 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% | 45.50B | May 2000 | ALSRX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 24. There are 119 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | ALSRX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | ALSRX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | ALSRX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | ALSRX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | ALSRX vs HRSMX |
Top Performing ALSRX Alternatives (YTD)
ALSRX is at 14.37% YTD. There are 113 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | ALSRX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | ALSRX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | ALSRX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | ALSRX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | ALSRX vs OBMCX |
Lowest Volatility Alternatives to ALSRX
ALSRX has 25.93% 1-year volatility. There are 129 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | ALSRX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | ALSRX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | ALSRX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | ALSRX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | ALSRX vs NBGIX |
Lowest Drawdown Alternatives to ALSRX
ALSRX has a 1-year max drawdown of -21.23%. There are 153 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 2500 Fund | -8.60% | — | Nov 1995 | ALSRX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ALSRX vs RFIMX |
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 | 45 | 12.62% | — | Nov 1993 | ALSRX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 44 | 12.59% | — | Nov 1993 | ALSRX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 30 | 10.62% | — | Dec 1996 | ALSRX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 84 | 12.91% | — | Dec 1996 | ALSRX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 40 | 17.49% | — | Jan 1989 | ALSRX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 32 | 10.56% | — | Jan 1995 | ALSRX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 34 | 12.09% | — | Nov 1993 | ALSRX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 22 | 7.53% | — | Jul 1969 | ALSRX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 31 | 10.84% | — | Dec 2010 | ALSRX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 5.45% | — | May 2002 | ALSRX vs ALMAX |
Often Compared With ALSRX
Investors most often compare ALSRX with RDTE, SSCPX, QISGX. These 16 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