Back to top
more

Alger Focus Equity Fund Class I: (MF: ALGRX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$68.99 USD

+0.22 (0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 28.97 1
3 months 6.30 43
6 months 13.14 3
1 Year 39.44 1
3 Year 6.15 47
5 Year 17.81 5
10 Year 15.47 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.86
Bear Market (10/07 - 2/09) -53.46
Bull Market (2/09 - 3/21) 1,098.58

Load Adjusted Returns as of Aug 31, 2024

1 Year 41.97
5 Year 17.97
10 Year 15.99
Since Inception 10.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 16.58 10.58 NA NA
2023 14.70 14.15 -4.31 15.09
2022 -12.34 -23.61 -3.14 -1.21
2021 2.15 11.58 -1.19 6.27
2020 -10.63 30.50 13.84 9.78
2019 15.73 5.23 -0.87 10.91

Annual Return

20242023202220212020201920182017201620152014
% Total Return 28.9744.19-35.9319.6945.7533.921.3433.721.077.0614.02
% Total Return Rel to Index 9.4317.95-17.73-8.9827.352.435.7311.93-10.855.670.37
% Total Return Rel to Peer 14.1321.19-16.24-2.3625.835.508.2013.05-6.748.665.81
% Perf Quintile vs Peer* 0.001.005.004.001.002.001.001.005.001.001.00
% Dividends 0.000.050.020.000.000.060.000.000.000.000.00
% Yield 0.000.090.060.000.000.150.000.000.000.000.00
Capital Gains ($) 0.000.000.007.973.390.761.621.230.000.270.00
Expense Ratio 0.910.930.910.880.890.921.001.121.150.341.15

* 1 = Top 20%, 5 = Bottom 20%