Alger Focus Equity Fund Class Z (ALZFX) 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 ALZFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALZFX
ALZFX charges 0.63% annually. There are 94 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 | ALZFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | ALZFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALZFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ALZFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ALZFX vs TILIX |
Best Risk-Adjusted Alternatives to ALZFX
ALZFX has a PortfoliosLab risk / return rank of 51. There are 70 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | ALZFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | ALZFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | ALZFX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | ALZFX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | ALZFX vs FOCPX |
Top Performing ALZFX Alternatives (YTD)
ALZFX is at 16.01% YTD. There are 45 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | ALZFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | ALZFX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | ALZFX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | ALZFX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | ALZFX vs POGRX |
Lowest Volatility Alternatives to ALZFX
ALZFX has 22.86% 1-year volatility. There are 393 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | ALZFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | ALZFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | ALZFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ALZFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | ALZFX vs GQEPX |
Lowest Drawdown Alternatives to ALZFX
ALZFX has a 1-year max drawdown of -17.45%. There are 319 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 | ALZFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALZFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALZFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ALZFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ALZFX vs DNVYX |
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 | Large Cap Growth Equities | 50 | 15.85% | — | Nov 1993 | ALZFX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 49 | 15.83% | — | Nov 1993 | ALZFX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 35 | 13.30% | — | Dec 1996 | ALZFX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 12.60% | — | Dec 1996 | ALZFX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 51 | 24.36% | — | Jan 1989 | ALZFX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 36 | 12.56% | — | Jan 1995 | ALZFX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 40 | 15.10% | — | Nov 1993 | ALZFX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 26 | 10.78% | — | Jul 1969 | ALZFX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 36 | 13.52% | — | Dec 2010 | ALZFX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 11 | 9.54% | — | May 2002 | ALZFX vs ALMAX |
Often Compared With ALZFX
Investors most often compare ALZFX with SWTSX, SCHG, FSELX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ALZFX with Any Fund or Stock
Compare ALZFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALZFX with funds that move differently
Alger Focus Equity Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALZFX.
Explore ALZFX Diversifiers