Alger Growth Opportunities Fund Class C (AOFCX)

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-2.69% 3 years+13.90%
3 months-3.80% 5 years+12.15%
1 year-4.80% Since inception+6.66%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.15%+14.84%
Expense ratio3.23%1.41%
Risk 5 year sharpe ratio0.780.85
Net assets$15.1M$805.6M
Average market cap$3.2B$2.6B
Average P/E26.224.8
Portfolio turnover93%93%

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Fund Management and Purchase Info

Fund familyAlger
Fund manager & tenureJill Greenwald / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock95.15%
International stock2.39%
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
ALGN Align Technology Inc1.16%
ACHC Acadia Healthcare Co Inc1.09%
JAH Jarden Corp1.07%
WMGI Wright Medical Group Inc1.06%
WLL Whiting Petroleum Corp1.03%
LRCX Lam Research Corp1.02%
SIG Signet Jewelers Ltd1.02%
THC Tenet Healthcare Corp1.02%
WCN Waste Connections Inc1.02%
SIX Six Flags Entertainment Corp1.01%

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