Alger Mid Cap Focus Fund Class Z (AFOZX)

Fund Assets	332.24M
Expense Ratio	0.82%
Min. Investment	$500,000
Turnover	265.15%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.62
YTD Return	13.82%
1-Year Return	20.96%
5-Year Return	21.24%
52-Week Low	18.48
52-Week High	24.20
Beta (5Y)	n/a
Holdings	53
Inception Date	Jun 14, 2019

About AFOZX

The Alger Mid Cap Focus Fund is an actively managed U.S. equity mid-cap growth fund. It seeks long-term capital appreciation by investing primarily in mid-cap companies, focusing on growth opportunities. The fund typically holds a concentrated portfolio of around 50 positions, highlighting its emphasis on thorough research and selectivity. It covers a range of sectors, often including technology, industrials, and healthcare, which are integral to U.S. economic growth. By targeting mid-cap companies, the fund plays a significant role in the financial market by providing capital to businesses that are poised for substantial expansion and growth. This strategic approach allows the fund to contribute to the broader mid-cap segment, which is crucial for investors seeking growth potential beyond the large-cap market.

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

Performance

AFOZX had a total return of 20.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.66%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
ALOYX	Class Y	0.74%
AFOIX	Class I	1.15%
ALOAX	Class A	1.15%
ALOCX	Class C	1.92%

Top 10 Holdings

31.46% of assets

Name	Symbol	Weight
Vertiv Holdings Co	VRT	3.80%
Comfort Systems USA, Inc.	FIX	3.56%
Nebius Group N.V.	NBIS	3.41%
Cloudflare, Inc.	NET	3.34%
Databricks	n/a	3.03%
Western Digital Corporation	WDC	2.92%
Astera Labs, Inc.	ALAB	2.91%
Modine Manufacturing Company	MOD	2.84%
RBC Bearings Incorporated	RBC	2.83%
Robinhood Markets, Inc.	HOOD	2.83%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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