Other OTC - Delayed Quote USD

Alger Weatherbie Enduring Growth Fund (ALEAX)

7.41 -0.02 (-0.27%)
At close: April 21 at 8:00 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TD Ameritrade Institutional
  • Securities America Advisors
  • Securities America Inc.

Fund Summary

The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance (“ESG”) rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency (“Sustainalytics” or the “ESG Rating Agency”), at the time of purchase. Under normal circumstances, 80% of companies in the fund’s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund adviser intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund adviser will own no more than 30 holdings. The fund is non-diversified.

Fund Overview

Category Mid-Cap Growth
Fund Family Alger
Net Assets 4.41M
YTD Return 4.32%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 17, 2021

Performance & Risk

YTD Return 4.32%
5y Average Return 0.00%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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