Alger Mid Cap Focus C (ALOCX)

Fund Assets	359.44M
Expense Ratio	1.92%
Min. Investment	$1,000
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	21.35
YTD Return	8.83%
1-Year Return	4.94%
5-Year Return	5.40%
52-Week Low	17.44
52-Week High	23.10
Beta (5Y)	1.03
Holdings	54
Inception Date	Jul 29, 2021

About ALOCX

Alger Mid Cap Focus Fund Class C is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in equity securities of mid-cap companies. The fund typically allocates at least 80% of its net assets, plus any borrowings for investment purposes, to stocks of mid-sized U.S. firms, focusing on those with strong growth potential. This approach aims to capitalize on the dynamic performance often exhibited by mid-cap equities, which can offer a blend of growth and stability compared to their smaller or larger counterparts. The fund's investment strategy is centered on careful stock selection within the mid-cap growth segment, making it relevant for investors seeking exposure to companies poised for expansion in various sectors. Managed by Alger, the fund leverages in-depth research to identify businesses that demonstrate sustainable competitive advantages and robust earnings prospects. Since its launch, the Alger Mid Cap Focus Fund Class C has played a role in providing diversified access to growing U.S. companies, contributing to the broader landscape of mid-cap equity offerings in the mutual fund market.

• Fund Family: Alger
• Category: Mid-Cap Growth
• Performance Rating: High
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: ALOCX
• Share Class: Class C
• Index: Russell MidCap Growth TR

Performance

ALOCX had a total return of 4.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.51%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.34%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

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%
AFOZX	Class Z	0.82%
AFOIX	Class I	1.15%
ALOAX	Class A	1.15%

Top 10 Holdings

33.27% of assets

Name	Symbol	Weight
Vertiv Holdings Co	VRT	4.52%
Comfort Systems USA, Inc.	FIX	4.35%
BNY Dreyfus Treasury Oblgtns Csh Mgt Ins	DTRXX	4.08%
RBC Bearings Incorporated	RBC	3.17%
Cloudflare, Inc.	NET	3.03%
Databricks, Inc. Series J	n/a	2.94%
Monolithic Power Systems, Inc.	MPWR	2.83%
Howmet Aerospace Inc.	HWM	2.78%
Modine Manufacturing Company	MOD	2.78%
Nebius Group N.V.	NBIS	2.78%

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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