Nasdaq - Delayed Quote
USD
Alger Mid Cap Growth A (AMGAX)
17.96
-0.63
(-3.39%)
As of 8:10:09 AM EST. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 63.60% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 3.51% |
| 5y Average Return | 0.90% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
AMGAX | Category Average | AMGAX | Category Average | AMGAX | Category Average |
|
Alpha
|
-7.88 | 0.01 | -10.32 | 0.01 | -2.72 | -0.02 |
|
BETA
|
1.28 | 0.01 | 1.17 | 0.01 | 1.11 | 0.01 |
|
Mean Annual Return
|
1.49 | 0.02 | 0.36 | 0.02 | 1.14 | 0.01 |
|
R-squared
|
78.26 | 0.82 | 78.97 | 0.79 | 75.94 | 0.8 |
|
Standard Deviation
|
18.54 | 0.23 | 20.96 | 0.19 | 20.08 | 0.17 |
|
Sharpe Ratio
|
0.72 | 0.01 | 0.02 | 0.01 | 0.55 | 0.01 |
|
Treynor Ratio
|
10.03 | 0.18 | -1.55 | 0.17 | 8.8 | 0.12 |
