Alger Smidcap Focus Fund Manager Performance Evaluation

ALMCX Fund  USD 7.31  0.01  0.14%   
The fund shows a Beta (market volatility) of 0.0179, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Alger Smidcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Alger Smidcap is expected to be smaller as well.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Alger Smidcap Focus has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Alger Smidcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal
01/16/2026
Expense Ratio Date28th of February 2025
Expense Ratio2.0300
  

Alger Smidcap Relative Risk vs. Return Landscape

If you would invest  732.00  in Alger Smidcap Focus on November 24, 2025 and sell it today you would lose (1.00) from holding Alger Smidcap Focus or give up 0.14% of portfolio value over 90 days. Alger Smidcap Focus is currently producing 0.0048% returns and takes up 1.198% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Alger, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Alger Smidcap is expected to generate 23.17 times less return on investment than the market. In addition to that, the company is 1.62 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 per unit of volatility.

Alger Smidcap Current Valuation

Fairly Valued
Today
7.31
Please note that Alger Smidcap's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Alger Smidcap Focus shows a prevailing Real Value of $7.37 per share. The current price of the fund is $7.31. We determine the value of Alger Smidcap Focus 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 Smidcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Alger Mutual Fund. However, Alger Smidcap'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  7.31 Real  7.37 Hype  7.31 Naive  7.45
The intrinsic value of Alger Smidcap'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 Smidcap'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.
7.37
Real Value
8.57
Upside
Estimating the potential upside or downside of Alger Smidcap Focus 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 Smidcap more accurately as focusing exclusively on Alger Smidcap's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
4.807.349.88
Details
Hype
Prediction
LowEstimatedHigh
6.117.318.51
Details
Naive
Forecast
LowNext ValueHigh
6.257.458.65
Details
Below is the normalized historical share price chart for Alger Smidcap Focus extending back to September 19, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Alger Smidcap stands at 7.31, as last reported on the 22nd of February, with the highest price reaching 7.31 and the lowest price hitting 7.31 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Alger Smidcap 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 7.31 90 days 7.31 
about 80.92
Based on a normal probability distribution, the odds of Alger Smidcap to move above the current price in 90 days from now is about 80.92 (This Alger Smidcap Focus 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 Smidcap has a beta of 0.0179. This suggests as returns on the market go up, Alger Smidcap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Alger Smidcap Focus will be expected to be much smaller as well. Additionally Alger Smidcap Focus has an alpha of 0.0429, implying that it can generate a 0.0429 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Alger Smidcap Price Density   
       Price  

Predictive Modules for Alger Smidcap

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 Smidcap Focus. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Alger Smidcap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
6.117.318.51
Details
Intrinsic
Valuation
LowRealHigh
6.177.378.57
Details
Naive
Forecast
LowNextHigh
6.257.458.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
4.807.349.88
Details

Alger Smidcap Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Alger Smidcap is not an exception. The market had few large corrections towards the Alger Smidcap'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 Smidcap Focus, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Alger Smidcap within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.04
β
Beta against Dow Jones0.02
σ
Overall volatility
0.24
Ir
Information ratio -0.02

Alger Smidcap 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 Smidcap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Alger Smidcap Focus 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 generated five year return of -8.0%
Alger Smidcap Focus holds about 8.37% of its assets under management (AUM) in cash

Alger Smidcap Fundamentals Growth

Alger Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Alger Smidcap, and Alger Smidcap 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.

About Alger Smidcap Performance

Evaluating Alger Smidcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Alger Smidcap 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 Smidcap 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. Smallcap or midcap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index, respectively, as reported by the indexes as of the most recent quarter-end.

Things to note about Alger Smidcap Focus performance evaluation

Checking the ongoing alerts about Alger Smidcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Alger Smidcap Focus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated five year return of -8.0%
Alger Smidcap Focus holds about 8.37% of its assets under management (AUM) in cash
Evaluating Alger Smidcap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Alger Smidcap's mutual fund performance include:
  • Analyzing Alger Smidcap'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 Smidcap's stock is overvalued or undervalued compared to its peers.
  • Examining Alger Smidcap'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 Smidcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alger Smidcap's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Alger Smidcap's mutual fund. These opinions can provide insight into Alger Smidcap's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Alger Smidcap's mutual fund performance is not an exact science, and many factors can impact Alger Smidcap's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Alger Mutual Fund

Alger Smidcap 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 Smidcap security.
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