Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Alger Mutual Funds
View all of Alger’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Alger Funds List
Share Class Type
1 to 25 of 90 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Alger Balanced I-2 | ABLOX | Moderate Allocation | 9.03% | 8 | 1.070% | High | Institutional | $500,000 | ||
| Alger Growth & Income A | ALBAX | Large Blend | 11.53% | 46 | 0.960% | Below Average | Front Load | $1,000 | ||
| Alger Growth & Income Z | AGIZX | Large Blend | 10.20% | 42 | 0.650% | Below Average | Institutional | $500,000 | ||
| Alger Dynamic Opportunities Z | ADOZX | Long-Short Equity | 9.36% | 32 | 1.370% | Average | Institutional | $500,000 | ||
| Alger Focus Equity A | ALAFX | Large Growth | 19.26% | 2 | 0.950% | Below Average | Front Load | $1,000 | ||
| Alger Focus Equity I | ALGRX | Large Growth | 21.46% | 2 | 0.910% | High | Institutional | — | ||
| Alger Focus Equity Y | ALGYX | Large Growth | 18.65% | 2 | 0.580% | Below Average | Institutional | $500,000 | ||
| Alger Focus Equity Z | ALZFX | Large Growth | 19.38% | 2 | 0.620% | Below Average | Institutional | $500,000 | ||
| Alger Growth & Income C | ALBCX | Large Blend | 11.23% | 53 | 1.710% | Average | Level Load | $1,000 | ||
| Alger Growth & Income I-2 | AIGOX | Large Blend | 12.28% | 30 | 0.930% | High | Institutional | $500,000 | ||
| Alger Capital Appreciation A | ACAAX | Large Growth | 18.72% | 3 | 1.280% | High | Front Load | $1,000 | ||
| Alger Capital Appreciation C | ALCCX | Large Growth | 18.38% | 3 | 2.050% | High | Level Load | $1,000 | ||
| Alger Capital Appreciation Instl I | ALARX | Large Growth | 21.04% | 2 | 1.250% | High | Institutional | — | ||
| Alger Capital Appreciation Instl R | ACARX | Large Growth | 20.83% | 2 | 1.680% | High | Retirement, Medium | — | ||
| Alger Capital Appreciation Instl Y | ACAYX | Large Growth | 21.22% | 2 | 0.830% | Above Average | Institutional | $500,000 | ||
| Alger Capital Appreciation Instl Z-2 | ACIZX | Large Growth | 21.21% | 2 | 0.850% | Above Average | Institutional | $500,000 | ||
| Alger Capital Appreciation Ptfl I-2 | ALVOX | Large Growth | 20.70% | 4 | 0.950% | High | Institutional | $500,000 | ||
| Alger Capital Appreciation Z | ACAZX | Large Growth | 21.20% | 2 | 0.860% | Above Average | Institutional | $500,000 | ||
| Alger Dynamic Opportunities A | SPEDX | Long-Short Equity | 9.19% | 36 | 1.610% | Below Average | Front Load | $1,000 | ||
| Alger Dynamic Opportunities C | ADOCX | Long-Short Equity | 8.93% | 39 | 2.380% | Average | Level Load | $1,000 | ||
| Alger Emerging Markets A | AAEMX | Diversified Emerging Mkts | 8.91% | 29 | 1.570% | High | Front Load | $1,000 | ||
| Alger Emerging Markets I | AIEMX | Diversified Emerging Mkts | 8.09% | 28 | 1.470% | High | Institutional | — | ||
| Alger Emerging Markets Z | AZEMX | Diversified Emerging Mkts | 8.17% | 26 | 1.010% | Average | Institutional | $500,000 | ||
| Alger Focus Equity C | ALCFX | Large Growth | 18.91% | 2 | 1.720% | Average | Level Load | $1,000 | ||
| Alger Health Sciences A | AHSAX | Health | 8.70% | 19 | 1.130% | Below Average | Front Load | $1,000 |
Alger Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank