Alger 35 Fund Quote
ATVPX Fund | USD 17.55 0.01 0.06% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Alger 35 is trading at 17.55 as of the 25th of November 2024; that is 0.06% down since the beginning of the trading day. The fund's open price was 17.56. Alger 35 has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Alger 35 Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
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. More on Alger 35 Fund
Moving together with Alger Mutual Fund
Alger Mutual Fund Highlights
Fund Concentration | Alger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors) |
Update Date | 30th of September 2024 |
Alger 35 Fund [ATVPX] is traded in USA and was established 25th of November 2024. Alger 35 is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 9.35 M in assets under management (AUM) with minimum initial investment of 500 K. Alger 35 Fund is currently producing year-to-date (YTD) return of 48.23%, while the total return for the last 3 years was 5.24%.
Check Alger 35 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger 35 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alger 35 Fund Mutual Fund Constituents
VEEV | Veeva Systems Class | Stock | Health Care | |
FISV | Fiserv Inc | Stock | Information Technology | |
ISRG | Intuitive Surgical | Stock | Health Care | |
MKTX | MarketAxess Holdings | Stock | Financials | |
NFLX | Netflix | Stock | Communication Services | |
UPST | Upstart Holdings | Stock | Financials | |
NSTG | NanoString Technologies | Stock | Health Care | |
CTAS | Cintas | Stock | Industrials |
Alger 35 Fund Risk Profiles
Mean Deviation | 0.9704 | |||
Semi Deviation | 1.32 | |||
Standard Deviation | 1.38 | |||
Variance | 1.9 |
Alger 35 Against Markets
Other Information on Investing in Alger Mutual Fund
Alger 35 financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger 35 security.
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