Alger Small Cap Focus Fund Class C (AOFCX)
| Fund Assets | 2.15B |
| Expense Ratio | 2.02% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.34 |
| YTD Return | 0.65% |
| 1-Year Return | 16.18% |
| 5-Year Return | -3.09% |
| 52-Week Low | 14.00 |
| 52-Week High | 18.24 |
| Beta (5Y) | n/a |
| Holdings | 53 |
| Inception Date | Mar 3, 2008 |
About AOFCX
AOFCX was founded on 2008-03-03. The Fund's investment strategy focuses on Growth with 1.94% total expense ratio. The minimum amount to invest in Alger Funds: Alger Small Cap Focus Fund; Class C Shares is $1,000 on a standard taxable account. Alger Funds: Alger Small Cap Focus Fund; Class C Shares seeks long-term capital appreciation. AOFCX invests primarily in equity securities of small, fast-growing companies that the Manager believes offer innovative products, services or technologies to a rapidly-expanding marketplace.
Performance
AOFCX had a total return of 16.18% in the past year. Since the fund's inception, the average annual return has been 5.84%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
32.97% of assets| Name | Symbol | Weight |
|---|---|---|
| Guidewire Software, Inc. | GWRE | 4.11% |
| RBC Bearings Incorporated | RBC | 4.04% |
| Natera, Inc. | NTRA | 3.63% |
| Q2 Holdings, Inc. | QTWO | 3.52% |
| Clearwater Analytics Holdings, Inc. | CWAN | 3.45% |
| IMPULSE DYNAMICS IRELAND | n/a | 3.20% |
| GeneDx Holdings Corp. | WGS | 3.10% |
| BioLife Solutions, Inc. | BLFS | 2.72% |
| Modine Manufacturing Company | MOD | 2.61% |
| Altair Engineering Inc. | ALTR | 2.58% |