About AGOZX
Alger Small Cap Focus Fund Class Z is an actively managed mutual fund with a primary objective of long-term capital appreciation. The fund targets small-cap U.S. companies, typically investing at least 80% of its net assets in equity securities of companies with smaller market capitalizations at the time of purchase. Its strategy is characterized by a concentrated portfolio, generally holding around 50 positions, allowing for high conviction in selected growth-oriented businesses identified through in-depth fundamental research. The fund employs a 'small growth' investment style, focusing on companies with significant growth potential across diverse sectors, including technology, healthcare, industrials, and consumer cyclicals. Major holdings have included firms such as Natera Inc., RBC Bearings, and Wingstop Inc., illustrating its exposure to both innovative and established small-cap leaders. Designed for institutional investors due to its high minimum initial investment, Alger Small Cap Focus Fund Class Z plays a significant role in providing diversified access to dynamic segments of the U.S. equity market, serving those seeking targeted exposure to high-growth, small-cap equities.
Fund Family Alger
Category Small Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AGOZX
Share Class Class Z
Index Russell 2000 Growth TR
AGOZX had a total return of 31.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.41%.
