Alger Small Cap Fund Quote

AOFIX Fund  USD 18.26  0.32  1.72%   

Performance

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Odds Of Distress

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Low
Alger Small is trading at 18.26 as of the 17th of June 2025; that is 1.72 percent decrease since the beginning of the trading day. The fund's open price was 18.58. Alger Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of March 2025 and ending today, the 17th of June 2025. Click here to learn more.
The fund normally invests at least 80 percent 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 the higher of 5 billion or the company in either the Russell 2000 Growth Index or the MSCI USA Small Cap Index with the highest capitalization, and the company in either index with the lowest capitalization, at any time during the most recent 12-month period as reported by either index. More on Alger Small Cap

Moving together with Alger Mutual Fund

  0.95AMGAX Alger Midcap GrowthPairCorr
  0.86AMGCX Alger Midcap GrowthPairCorr
  0.86AMGOX Alger Mid CapPairCorr
  0.88AOFYX Alger Small CapPairCorr
  1.0AOFAX Alger Small CapPairCorr

Alger Mutual Fund Highlights

Fund ConcentrationAlger Funds, Large Funds, Small Growth Funds, Small Growth, Alger (View all Sectors)
Update Date30th of June 2025
Alger Small Cap [AOFIX] is traded in USA and was established 17th of June 2025. Alger Small is listed under Alger category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Alger family. This fund presently has accumulated 2.31 B in assets under management (AUM) with no minimum investment requirementsAlger Small Cap is currently producing year-to-date (YTD) return of 1.28%, while the total return for the last 3 years was -0.24%.
Check Alger Small Probability Of Bankruptcy

Instrument Allocation

Top Alger Small Cap Mutual Fund Constituents

QDELQuidelStockHealth Care
BLKBBlackbaudStockInformation Technology
SHAKShake ShackStockConsumer Discretionary
APPNAppian CorpStockInformation Technology
SHOPShopify Class AStockInformation Technology
OLEDUniversal DisplayStockInformation Technology
TYLTyler TechnologiesStockInformation Technology
NEOGNeogenStockHealth Care
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Alger Small Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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Alger Small Cap Risk Profiles

Alger Small Against Markets

Other Information on Investing in Alger Mutual Fund

Alger Small 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 Small security.
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