Nasdaq - Delayed Quote USD

Alger Dynamic Opportunities Z (ADOZX)

22.03
+0.05
+(0.23%)
At close: November 22 at 6:45 PM EST
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DELL
  • Previous Close 21.98
  • YTD Return 15.78%
  • Expense Ratio 1.73%
  • Category Long-Short Equity
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 200.83M
  • Beta (5Y Monthly) 0.42
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 350.56%
  • Last Dividend 1.08
  • Inception Date Nov 2, 2009

The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can invest in foreign securities.

Alger

Fund Family

Long-Short Equity

Fund Category

200.83M

Net Assets

2009-11-02

Inception Date

Performance Overview: ADOZX

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Trailing returns as of 11/20/2024. Category is Long-Short Equity.

YTD Return

ADOZX
15.78%
Category
9.18%
?

1-Year Return

ADOZX
28.54%
Category
22.90%
?

3-Year Return

ADOZX
2.08%
Category
7.45%
?

5-Year Return

ADOZX
10.51%
Category
7.00%
?

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Holdings: ADOZX

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Top 10 Holdings (25.79% of Total Assets)

SymbolCompany% Assets
TDG
TransDigm Group Incorporated 3.90%
NTRA
Natera, Inc. 3.48%
MSFT
Microsoft Corporation 3.32%
FSV.TO
FirstService Corporation 2.61%
GKOS
Glaukos Corporation 2.57%
HEI
HEICO Corporation 2.19%
AAPL
Apple Inc. 2.12%
NVDA
NVIDIA Corporation 1.94%
STEP
StepStone Group Inc. 1.90%
AMZN
Amazon.com, Inc. 1.78%

Sector Weightings

Recent News: ADOZX

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Research Reports: ADOZX

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