Alger Mid Cap Focus Y (ALOYX)

Fund Assets	332.24M
Expense Ratio	0.74%
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	23.71
YTD Return	13.87%
1-Year Return	21.05%
5-Year Return	21.76%
52-Week Low	18.55
52-Week High	24.29
Beta (5Y)	n/a
Holdings	53
Inception Date	Feb 26, 2021

About ALOYX

Alger Mid Cap Focus Fund Class Y is an actively managed mutual fund that primarily targets long-term capital appreciation by investing in U.S. mid-cap growth stocks. Managed by Fred Alger Management, LLC, the fund specializes in identifying midsize companies across a wide array of industries that exhibit strong growth potential and innovative business strategies. With at least 80% of its assets typically allocated to mid-cap equities, the fund leverages a high-growth, long-term approach aimed at capturing the dynamism of companies that are generally past their initial rapid expansion but are still well positioned for continued outperformance. This focus on mid-cap firms allows the fund to participate in a segment of the market that combines the stability of established operations with the agility of emerging business opportunities. Alger Mid Cap Focus Fund Class Y plays a significant role for investors seeking exposure to growth-oriented, midsize U.S. companies within a diversified portfolio.

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

Performance

ALOYX had a total return of 21.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.83%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
AFOZX	Class Z	0.82%
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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