Nasdaq - Delayed Quote USD

Alger Small Cap Focus Z (AGOZX)

19.43 +0.02 (+0.10%)
At close: October 25 at 8:00 PM EDT
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DELL
  • Previous Close 19.41
  • YTD Return 6.44%
  • Expense Ratio 0.88%
  • Category Small Growth
  • Last Cap Gain -32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.26B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 68.04%
  • Last Dividend 0.26
  • Inception Date Mar 3, 2008

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization range of the Russell 2000 Growth Index. The Russell 2000 Growth Index is a broad-based index of small capitalization stocks. It invests at least 25% of its total assets in technology companies focused in the fields of medicine and information.

Alger

Fund Family

Small Growth

Fund Category

1.26B

Net Assets

2008-03-03

Inception Date

Performance Overview: AGOZX

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Trailing returns as of 10/24/2024. Category is Small Growth.

YTD Return

AGOZX
6.44%
Category
12.40%
?

1-Year Return

AGOZX
20.58%
Category
55.69%
?

3-Year Return

AGOZX
13.71%
Category
19.34%
?

5-Year Return

AGOZX
0.42%
Category
20.72%
?

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Holdings: AGOZX

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Top 10 Holdings (34.60% of Total Assets)

SymbolCompany% Assets
RBC
RBC 5.33%
GWRE
GWRE 3.88%
PRO
PRO 3.62%
WING
WING 3.56%
NTRA
NTRA 3.46%
TECH
TECH 3.33%
QTWO
QTWO 2.96%
CWAN
CWAN 2.92%
APPF
APPF 2.84%
ALTR
ALTR 2.71%

Sector Weightings

Recent News: AGOZX

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Research Reports: AGOZX

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