Alger Growth Opportunities Z
Alger Funds111 Fifth AvenueNew York, NY 10003
Map
Phone: 800-992-3362
| Category: | Small Growth | | Fund Family: | Alger | | Net Assets: | 13.01M | | Year-to-Date Return: | 8.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 28, 2010 |
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Jill Greenwald
Lead Manager since Mar 2, 2008 | | | Jill Greenwald, CFA is Executive Vice President and Portfolio Manager specializing in small capitalization stocks. She currently manages Algerâs Small Cap and SMid Cap Growth portfolios, including the Alger Growth Opportunities Fund and the Alger Small and SMid Cap Growth Funds. She first joined Alger in 1986 and has 25 years of experience. Jill, who returned to Alger in 2001, began her career in Alger's analyst program, rising from Research Associate to Senior Analyst. She joined Prudential Equity Investors in 1992 where she was a Director. In 1993, she joined Chase Asset Management where she rose from Analyst to Managing Director and Senior Portfolio Manager of Chase Vista Small Cap Equity Fund and Co-Manager of Chase Vista Small Cap Opportunities Fund. She joined J&W Seligman & Co. as a Senior Vice President, Investment Officer and Co-Manager of Seligman Emerging Growth in 1999. Jill graduated with a B.A. from Yale University and earned her M.B.A. at New York University. Jill is a CFA charterholder and a member of the CFA Institute. |
| Min Initial Investment: | 500,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund invests primarily in the stock of small, fast-growing companies that Fred Alger Management, Inc. believes offer innovative products, services or technologies to a rapidly-expanding marketplace. Although it may invest without limit in companies of any size, the fund focuses on companies that, at the time of purchase of the securities, have a total market capitalization not exceeding the highest market capitalization of companies included in the Russell 2500 Growth Index, as reported by the index as of the most recent quarter-end. It can also invest in derivative instruments. |
| Last Dividend
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| 0.00 | | Last Cap Gain
(Dec 17, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
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| 63.81% | | Average for Category: | 68.79% |
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| Expense | AGOZX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.10% | 1.43% | | Prospectus Net Expense Ratio: | 1.10% | N/A | | Prospectus Gross Expense Ratio: | 2.69% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 684 | 611 | | 5 Yr Expense Projection*: | 1,283 | 984 | | 10 Yr Expense Projection*: | 2,905 | 2,017 |
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0.02(0.17%) May 24