Alger Responsible Investing Fund Quote
| AGFCX Fund | USD 15.81 0.16 1.02% |
PerformanceGood
| Odds Of DistressLow
|
Alger Responsible is trading at 15.81 as of the 2nd of July 2025; that is 1.02 percent increase since the beginning of the trading day. The fund's open price was 15.65. Alger Responsible has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 2nd of June 2025 and ending today, the 2nd of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance rating of average or above by a third-party ESG rating agency that also demonstrate, in the view of the Manager, promising growth potential.. More on Alger Responsible Investing
Moving together with Alger Mutual Fund
Alger Mutual Fund Highlights
| Fund Concentration | Alger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 6th of April 2023 |
| Fiscal Year End | October |
Alger Responsible Investing [AGFCX] is traded in USA and was established 2nd of July 2025. Alger Responsible is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 77.23 M in assets under management (AUM) with no minimum investment requirementsAlger Responsible is currently producing year-to-date (YTD) return of 0.54%, while the total return for the last 3 years was 15.06%.
Check Alger Responsible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger Responsible Investing Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alger Responsible Investing Mutual Fund Constituents
| DIS | Walt Disney | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| LRCX | Lam Research Corp | Stock | Information Technology |
Alger Responsible Risk Profiles
| Mean Deviation | 1.35 | |||
| Semi Deviation | 1.92 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.08 |
Alger Responsible Against Markets
Other Information on Investing in Alger Mutual Fund
Alger Responsible financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Responsible security.
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