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Alger Weatherbie Specialized Growth Fund Class A: (MF: ALMAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$12.50 USD

+0.06 (0.48%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -3.65 98
3 months -5.88 98
6 months -4.88 97
1 Year 5.17 91
3 Year 4.35 95
5 Year -5.25 97
10 Year 10.33 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 200.96
Bear Market (10/07 - 2/09) -55.26
Bull Market (2/09 - 3/21) 634.23

Load Adjusted Returns as of Feb 28, 2026

1 Year -4.50
5 Year -4.61
10 Year 8.95
Since Inception 8.57

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -15.06 11.63 4.10 1.82
2024 3.77 -0.23 5.78 3.89
2023 3.10 6.01 -8.76 11.52
2022 -15.75 -27.01 -2.29 3.00
2021 1.04 7.64 2.85 -5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return -3.650.5013.7811.22-38.115.5956.7739.16-4.1737.933.55
% Total Return Rel to Index 0.34-17.71-11.24-15.02-19.90-23.0938.377.670.2216.13-8.38
% Total Return Rel to Peer -2.85-6.791.85-4.85-18.59-13.7237.7813.736.6022.33-12.39
% Perf Quintile vs Peer* 5.005.000.005.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.004.340.970.561.031.541.23
Expense Ratio 0.001.301.261.321.251.201.271.311.331.351.35

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