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 97 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALZFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ALZFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | 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 58. There are 59 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ALZFX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ALZFX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ALZFX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ALZFX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ALZFX vs POGRX |
Top Performing ALZFX Alternatives (YTD)
ALZFX is at 17.28% YTD. There are 45 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | ALZFX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ALZFX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ALZFX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | ALZFX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ALZFX vs FOKFX |
Lowest Volatility Alternatives to ALZFX
ALZFX has 21.37% 1-year volatility. There are 398 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 | ALZFX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ALZFX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ALZFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ALZFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ALZFX vs AWYIX |
Lowest Drawdown Alternatives to ALZFX
ALZFX has a 1-year max drawdown of -17.45%. There are 324 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 | ALZFX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ALZFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALZFX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ALZFX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALZFX vs AQEIX |
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 | 57 | 17.14% | — | Nov 1993 | ALZFX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 57 | 17.12% | — | Nov 1993 | ALZFX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 41 | 15.50% | — | Dec 1996 | ALZFX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 89 | 13.85% | — | Dec 1996 | ALZFX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 48 | 22.75% | — | Jan 1989 | ALZFX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 43 | 14.92% | — | Jan 1995 | ALZFX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 46 | 16.87% | — | Nov 1993 | ALZFX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 32 | 13.50% | — | Jul 1969 | ALZFX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 42 | 15.70% | — | Dec 2010 | ALZFX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 4.73% | — | May 2002 | ALZFX vs ALMAX |
Often Compared With ALZFX
Investors most often compare ALZFX with SWTSX, FSELX, VFIFX. These 20 comparison targets span 10 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