Alger 35 Fund Bond Positions Weight
ATVPX Fund | USD 17.88 0.22 1.25% |
Alger 35 Fund fundamentals help investors to digest information that contributes to Alger 35's financial success or failures. It also enables traders to predict the movement of Alger Mutual Fund. The fundamental analysis module provides a way to measure Alger 35's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Alger 35 mutual fund.
Alger |
Alger 35 Fund Mutual Fund Bond Positions Weight Analysis
Alger 35's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Competition |
In accordance with the recently published financial statements, Alger 35 Fund has a Bond Positions Weight of 0.0%. This indicator is about the same for the Alger average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Idea Analyzer Now
Idea AnalyzerAnalyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |
All Next | Launch Module |
Fund Asset Allocation for Alger 35
The fund consists of 98.79% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Alger 35's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Alger Fundamentals
Total Asset | 39.88 M | ||||
Year To Date Return | 51.01 % | ||||
One Year Return | 61.96 % | ||||
Three Year Return | 6.57 % | ||||
Five Year Return | 18.80 % | ||||
Net Asset | 9.35 M | ||||
Minimum Initial Investment | 500 K | ||||
Cash Position Weight | 1.21 % | ||||
Equity Positions Weight | 98.79 % |
About Alger 35 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Alger 35 Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Alger 35 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Alger 35 Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |