Alger Mid Cap Growth Fund Class A (AMGAX)

Fund Assets	295.31M
Expense Ratio	1.202%
Min. Investment	$1,000
Turnover	88.64%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	18.26
YTD Return	2.78%
1-Year Return	0.38%
5-Year Return	-3.26%
52-Week Low	15.82
52-Week High	19.99
Beta (5Y)	1.07
Holdings	70
Inception Date	Jan 1, 1997

About AMGAX

The Alger Mid Cap Growth Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of U.S. mid-cap companies. Leveraging fundamental research, the fund seeks businesses demonstrating strong growth potential, primarily within the market capitalization range represented by the S&P MidCap 400 Index. The portfolio emphasizes sectors such as technology, industrials, financial services, and communication services, reflecting a diverse approach that spans innovative and rapidly evolving industries. Managed by an experienced team, the fund is known for identifying high-quality companies poised for significant growth, including those benefitting from trends such as artificial intelligence, automation, and renewable energy. With a strategy designed to combine the dynamic growth characteristics typical of small-cap stocks and the stability of larger firms, the Alger Mid Cap Growth Fund plays a significant role in providing investors access to a unique segment of the equity market that balances growth opportunity with moderate volatility.

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

Performance

AMGAX had a total return of 0.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.89%.

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
AMCZX	Class Z	0.92%
AMCGX	Class B	1.94%
AMGCX	Class C	2.04%

Top 10 Holdings

27.92% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	3.91%
GFL Environmental Inc.	GFL	3.02%
Comfort Systems USA, Inc.	FIX	2.89%
Snowflake Inc.	SNOW	2.88%
RBC Bearings Incorporated	RBC	2.81%
Viking Holdings Ltd	VIK	2.70%
Repligen Corporation	RGEN	2.49%
Spotify Technology S.A.	SPOT	2.49%
West Pharmaceutical Services, Inc.	WST	2.41%
Verisk Analytics, Inc.	VRSK	2.31%

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

Data Sources Report a data error