Alger Responsible Investing Fund Manager Performance Evaluation
| ALGZX Fund | USD 21.69 0.09 0.42% |
The fund shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alger Responsible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alger Responsible is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Alger Responsible Investing are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Alger Responsible may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more1 | These 10 Funds Hold the Most Nvidia Stock - Morningstar Canada | 10/30/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.9600 |
Alger |
Alger Responsible Relative Risk vs. Return Landscape
If you would invest 1,988 in Alger Responsible Investing on October 30, 2025 and sell it today you would earn a total of 181.00 from holding Alger Responsible Investing or generate 9.1% return on investment over 90 days. Alger Responsible Investing is currently producing 0.1514% returns and takes up 1.3229% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Alger, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Alger Responsible Current Valuation
Undervalued
Today
Please note that Alger Responsible's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Alger Responsible shows a prevailing Real Value of $22.26 per share. The current price of the fund is $21.69. We determine the value of Alger Responsible from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Alger Responsible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alger Mutual Fund. However, Alger Responsible's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.69 | Real 22.26 | Hype 21.56 | Naive 21.71 |
The intrinsic value of Alger Responsible's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Alger Responsible's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Alger Responsible Investing helps investors to forecast how Alger mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Alger Responsible more accurately as focusing exclusively on Alger Responsible's fundamentals will not take into account other important factors: Alger Responsible Target Price Odds to finish over Current Price
The tendency of Alger Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 21.69 | 90 days | 21.69 | about 7.21 |
Based on a normal probability distribution, the odds of Alger Responsible to move above the current price in 90 days from now is about 7.21 (This Alger Responsible Investing probability density function shows the probability of Alger Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Alger Responsible has a beta of 0.69. This suggests as returns on the market go up, Alger Responsible average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Alger Responsible Investing will be expected to be much smaller as well. Additionally Alger Responsible Investing has an alpha of 0.1429, implying that it can generate a 0.14 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Alger Responsible Price Density |
| Price |
Predictive Modules for Alger Responsible
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Alger Responsible. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Alger Responsible Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Alger Responsible is not an exception. The market had few large corrections towards the Alger Responsible's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Alger Responsible Investing, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alger Responsible within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.69 | |
σ | Overall volatility | 1.00 | |
Ir | Information ratio | 0.09 |
Alger Responsible Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Alger Responsible for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alger Responsible can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 99.6% of its assets under management (AUM) in equities |
Alger Responsible Fundamentals Growth
Alger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alger Responsible, and Alger Responsible fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Alger Mutual Fund performance.
| Total Asset | 39.49 M | ||||
About Alger Responsible Performance
Evaluating Alger Responsible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alger Responsible has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Alger Responsible has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance rating of average or above by a third-party ESG rating agency that also demonstrate, in the view of the Manager, promising growth potential.Things to note about Alger Responsible performance evaluation
Checking the ongoing alerts about Alger Responsible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alger Responsible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.6% of its assets under management (AUM) in equities |
- Analyzing Alger Responsible's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Alger Responsible's stock is overvalued or undervalued compared to its peers.
- Examining Alger Responsible's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Alger Responsible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alger Responsible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Alger Responsible's mutual fund. These opinions can provide insight into Alger Responsible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Alger Mutual Fund
Alger Responsible 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 Responsible security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |