Alger Mid Cap Focus Fund Class Z (AFOZX)

Fund Assets	359.44M
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	22.76
YTD Return	9.69%
1-Year Return	6.08%
5-Year Return	11.37%
52-Week Low	18.48
52-Week High	24.62
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 6.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.79%.

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

35.88% of assets

Name	Symbol	Weight
Cash	n/a	6.44%
Cloudflare, Inc.	NET	3.94%
Databricks	n/a	3.93%
Twist Bioscience Corporation	TWST	3.90%
Natera, Inc.	NTRA	3.25%
Comfort Systems USA, Inc.	FIX	3.24%
Repligen Corporation	RGEN	3.07%
RBC Bearings Incorporated	RBC	2.79%
Guardant Health, Inc.	GH	2.71%
Axon Enterprise, Inc.	AXON	2.60%

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:

Oct 16, 2026

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