Alger Growth Opportunities Fund Class Z (AGOZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in the stock of small, fast-growing companies that Fred Alger Management, Inc. believes offer innovative products, services or technologies to a rapidly-expanding marketplace. Although it may invest without limit in companies of any size, the fund focuses on companies that, at the time of purchase of the securities, have a total market capitalization not exceeding the highest market capitalization of companies included in the Russell 2500 Growth Index, as reported by the index as of the most recent quarter-end. It can also invest in derivative instruments.


1 month+0.15% 3 years+17.24%
3 months+5.61% 5 years--
1 year+3.25% Since inception+11.42%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+14.84%
Expense ratio2.38%1.40%
Risk 5 year sharpe ratio0.960.96
Net assets$15.2M$804.1M
Average market cap$3.3B$2.8B
Average P/E25.726.3
Portfolio turnover93%93%

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Fund Management and Purchase Info

Fund familyAlger
Fund manager & tenureJill Greenwald / 6 Years
Minimal initial investment$500,000.00
Minimum IRA investment--


U.S. stock91.96%
International stock4.51%
Fixed income0.16%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.26%
Healthcare 15.89%
Consumer service 10.44%
Business service 10.05%
Hardware 8.22%
Top 10 Holdings
Portfolio weighting
SIG Signet Jewelers Ltd1.23%
JAH Jarden Corp1.16%
SNCR Synchronoss Technologies Inc1.15%
HAIN Hain Celestial Group Inc1.14%
ACHC Acadia Healthcare Co Inc1.13%
ALGN Align Technology Inc1.12%
LRCX Lam Research Corp1.10%
WCN Waste Connections Inc1.06%
WMGI Wright Medical Group Inc1.06%
CPHD Cepheid1.05%

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