Alger Mid Cap Focus Fund Class Z (AFOZX)

Fund Assets	344.63M
Expense Ratio	0.87%
Min. Investment	$500,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	16.40
YTD Return	-9.19%
1-Year Return	5.67%
5-Year Return	61.52%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	51
Inception Date	Jun 14, 2019

About AFOZX

AFOZX was founded on 2019-06-14. The Fund's investment strategy focuses on Growth & Income with 0.86% total expense ratio. The minimum amount to invest in Alger Funds: Alger Mid Cap Focus Fund; Class Z Shares is $500,000 on a standard taxable account. Alger Funds: Alger Mid Cap Focus Fund; Class Z Shares seeks long-term capital appreciation. AFOZX invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. AFOZX intends to invest a substantial portion of its assets in a small number of issuers.

• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: AFOZX
• Share Class: Class Z
• Index: Russell MidCap Growth TR

Performance

AFOZX had a total return of 5.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.03%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
ALOYX	Class Y	0.78%
AFOIX	Class I	1.11%
ALOAX	Class A	1.19%
ALOCX	Class C	1.97%

Top 10 Holdings

37.38% of assets

Name	Symbol	Weight
AppLovin Corporation	APP	6.05%
Palantir Technologies Inc.	PLTR	5.24%
HEICO Corporation	HEI	4.41%
Spotify Technology S.A.	SPOT	4.07%
Natera, Inc.	NTRA	3.49%
Repligen Corporation	RGEN	3.03%
Constellation Software Inc.	CSU	2.98%
Axon Enterprise, Inc.	AXON	2.89%
Talen Energy Corporation	TLN	2.67%
Vertiv Holdings Co	VRT	2.56%