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Alger Small Cap Focus Fund Class A (AOFAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell 2000 Growth Index, as reported by the index as of the most recent quarter-end. This index is designed to track the performance of small capitalization stocks.


1 month+3.12% 3 years+14.70%
3 months+6.24% 5 years+10.94%
1 year+4.53% Since inception+7.54%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+10.94%+12.11%
Expense ratio2.22%1.37%
Risk 5 year sharpe ratio0.760.78
Net assets$80.2M$770.2M
Average market cap$2.0B$2.8B
Average P/E38.726.9
Portfolio turnover92%92%

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Fund Management and Purchase Info

Fund familyAlger
Fund manager & tenureAmy Zhang / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock92.38%
International stock2.26%
Fixed income0.09%
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
BLKB Blackbaud Inc3.45%
MDSO Medidata Solutions Inc3.26%
INCY Incyte Corp3.14%
MANH Manhattan Associates Inc2.91%
TECH Bio-Techne Corp2.90%
CMN Cantel Medical Corp2.82%
HUBS HubSpot Inc2.69%
DWRE Demandware Inc2.68%
-- 2.67%
PRLB Proto Labs Inc2.67%