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Alger Mid Cap Growth Institutional Fund Class I: (MF: ALMRX)

(NASDAQ Mutual Funds) As of Jan 21, 2022 08:00 PM ET

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$20.75 USD

-0.69 (-3.22%)

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    

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Latest Performance as of Dec 31, 2021

Total Return %* Percentile Rank Objective
YTD 4.41 95
3 months -5.28 98
6 months -4.11 96
1 Year 4.41 95
3 Year 30.52 15
5 Year 21.58 22
10 Year 16.49 28

* Annual for three years and beyond.

Zacks Premium Research for ALMRX

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

Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.24
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2021 85.30
%Turnover 12/31/2021 171.43

Risk

3 Year 5 Year 10 Year
Beta 0.99 1.04 1.06
Alpha 4.60 2.74 -0.48
R Squared 0.64 0.67 0.70
Std. Dev. 21.61 19.59 16.62
Sharpe 1.50 1.15 2.00

Sector / Country Weightings

As of 12/31/2021 % of Portfolio
Technology 38.30
Retail Trade 11.86
Other 11.84
Health 10.57
Services 7.67
Non-Durable 7.18
Finance 5.85
Industrial Cyclical 4.82
Consumer Durables 1.91

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2021)
% of Portfolio Value (Mil$)
UPSTART HOLDINGS INC 3.57 4.21
PAYCOM SOFTWARE INC 2.59 3.06
SOLAREDGE TECHNOLOGIES IN 2.32 2.74
TRANSDIGM GROUP INC 2.32 2.74
HEICO CORP 2.31 2.73
CATALENT INC 2.12 2.50
CROWDSTRIKE HOLDINGS INC 2.08 2.46
BIO TECHNE CORPORATION 1.99 2.35
SIGNATURE BANK 1.93 2.29

Stock Holding % of Net Assets

As Of 10/31/2021
Total Issues 95
Avg. P/E 31.15
Avg. P/Book 4.01
Avg. EPS Growth 17.42
Avg. Market Value (Mil $) 26,697

Allocation

% of Portfolio
Large Growth 0.17
Large Value 0.00
Small Growth 4.02
Small Value 0.00
Foreign Stock 0.00
Emerging Market 1.20
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 50.97
High Yield Bond 0.00