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Alger 35 Z (ATVPX)
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18.58 - YTD Return 51.01%
- Expense Ratio 0.55%
- Category Large Growth
- Last Cap Gain -56.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 36.03M
- Beta (5Y Monthly) 1.18
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 412.77%
- Last Dividend 0.00
- Inception Date Mar 29, 2018
Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. The fund may invest in companies whose securities are traded on domestic or foreign exchanges. It is non-diversified.
Alger
Fund Family
Large Growth
Fund Category
36.03M
Net Assets
2018-03-29
Inception Date
Performance Overview: ATVPX
View MoreTrailing returns as of 12/5/2024. Category is Large Growth.
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Holdings: ATVPX
View MoreTop 10 Holdings (53.40% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATVPX
Technology 33.89%
Consumer Cyclical 28.26%
Communication Services 15.05%
Healthcare 10.77%
Industrials 8.98%
Utilities 3.05%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Financial Services 0.00%
Energy 0.00%
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