Alger Mid Cap Growth Fund (AMCGX)
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.
Fund Info
US0155658075
May 24, 1993
$1,000
Mid-Cap
Growth
Expense Ratio
AMCGX has a high expense ratio of 1.93%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Alger Mid Cap Growth Fund (AMCGX) returned 1.56% year-to-date (YTD) and 12.69% over the past 12 months. Over the past 10 years, AMCGX returned 9.13% annually, underperforming the S&P 500 benchmark at 10.85%.
AMCGX
1.56%
9.04%
-4.96%
12.69%
10.97%
9.56%
9.13%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of AMCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.82% | -6.48% | -8.82% | 3.23% | 9.04% | 1.56% | |||||||
| 2024 | 1.12% | 8.40% | 2.05% | -5.47% | 1.42% | 0.58% | 0.69% | 1.15% | 3.52% | 0.77% | 11.98% | -6.42% | 20.10% |
| 2023 | 7.82% | -1.42% | 2.89% | 0.28% | 0.56% | 7.79% | 1.94% | -3.04% | -5.22% | -6.47% | 10.75% | 6.52% | 22.85% |
| 2022 | -15.21% | 1.06% | -0.46% | -14.57% | -2.46% | -8.53% | 11.93% | -2.60% | -9.40% | 4.95% | 2.51% | -6.19% | -35.19% |
| 2021 | 2.55% | 3.61% | -3.90% | 4.06% | -3.84% | 5.87% | -0.35% | 4.86% | -0.34% | 5.38% | -7.15% | -1.43% | 8.64% |
| 2020 | 3.12% | -4.80% | -13.54% | 15.77% | 11.47% | 4.02% | 9.65% | 6.09% | 3.25% | -1.54% | 14.42% | 6.32% | 63.91% |
| 2019 | 12.41% | 5.90% | 0.90% | 3.38% | -3.96% | 7.08% | 3.27% | -1.78% | -5.12% | 0.52% | 4.07% | 0.83% | 29.62% |
| 2018 | 5.03% | -3.48% | 0.09% | -0.54% | 6.07% | 1.20% | 0.25% | 8.68% | 0.23% | -13.22% | -1.34% | -9.19% | -8.03% |
| 2017 | 5.71% | 3.20% | 1.07% | 1.58% | 3.12% | 0.10% | 1.71% | 1.79% | 1.56% | 3.55% | 2.22% | 0.06% | 28.75% |
| 2016 | -9.80% | -0.52% | 6.24% | -0.73% | 1.97% | -0.60% | 4.26% | -0.23% | 1.05% | -4.75% | 2.79% | 1.42% | 0.12% |
| 2015 | -2.05% | 7.56% | 1.62% | -2.13% | 3.37% | -0.63% | 0.32% | -7.70% | -5.94% | 5.34% | 0.58% | -1.72% | -2.39% |
| 2014 | -1.83% | 6.57% | -2.68% | -3.46% | 2.97% | 4.33% | -2.42% | 4.96% | -3.37% | 0.47% | 1.39% | 0.34% | 6.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AMCGX is 33, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Alger Mid Cap Growth Fund (AMCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Alger Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $6.60 | $2.15 | $1.20 | $0.71 | $0.11 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 65.63% | 13.72% | 10.97% | 7.59% | 1.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Alger Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.60 | $6.60 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $2.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2017 | $0.11 | $0.11 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Alger Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Alger Mid Cap Growth Fund was 69.15%, occurring on Nov 20, 2008. Recovery took 1284 trading sessions.
The current Alger Mid Cap Growth Fund drawdown is 14.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.15% | Dec 27, 2007 | 228 | Nov 20, 2008 | 1284 | Dec 31, 2013 | 1512 |
| -50.93% | Sep 5, 2000 | 521 | Oct 7, 2002 | 819 | Jan 9, 2006 | 1340 |
| -44.91% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -33.91% | Feb 20, 2020 | 20 | Mar 18, 2020 | 52 | Jun 2, 2020 | 72 |
| -31.88% | Jul 21, 1998 | 58 | Oct 8, 1998 | 52 | Dec 21, 1998 | 110 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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