AGOZX : Alger Small Cap Focus Fund Class Z

AGOZX is a US Stocks Market Small Growth with LOW fees.

AGOZX

Alger Small Cap Focus Fund Class Z

FI Score

65 /100

Expense Ratio Rating

9 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

65% FI Score
  • agozx
  • Mutual Fund
  • US Stocks
  • Small Growth

Alger Small Cap Focus Fund Class Z

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization between (1) the higher of (a) $5 billion or (b) the company in either the Russell 2000 Growth Index or the MSCI USA Small Cap Index with the highest capitalization, and (2) the company in either index with the lowest capitalization, at any time during the most recent 12-month period as reported by either index. Both indexes are broad-based indexes of small capitalization stocks.

Largest Holdings

Amount Holding
4.26% Quidel Corp
3.62% Everbridge Inc
3.41% Veeva Systems Inc Class A
3.14% Mercury Systems Inc
3.10% Chegg Inc
2.97% Wingstop Inc
2.96% Neogen Corp
2.91% Bio-Techne Corp
2.89% Insulet Corp
2.88% Ansys Inc
2.71% CareDx Inc
2.51% Natera Inc
2.49% Nevro Corp
2.33% Repligen Corp
2.23% eHealth Inc
2.21% BlackLine Inc
2.16% HealthEquity Inc
2.15% Tyler Technologies Inc
2.01% Avalara Inc
1.99% CryoPort Inc
1.95% Cantel Medical Corp
1.93% Tactile Systems Technology Inc
1.90% Paycom Software Inc
1.90% Abiomed Inc
1.85% Inogen Inc

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