Alger Growth Opportunities A Alger Funds111 Fifth AvenueNew York, NY 10003 Map
Phone: 800-992-3863
| Category: | Small Growth | | Fund Family: | Alger | | Net Assets: | 10.40M | | Year-to-Date Return: | 2.39% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Mar-2008 |
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Jill Greenwald
Lead Manager since
03-Mar-2008 | | | Greenwald is executive vice president and portfolio manager specializing in small capitalization stocks. She currently manages Algerâs small-cap growth portfolios, Alger Growth Opportunities Fund, and Alger SMidCap Growth Fund. She has over 23 years of experience. Greenwald, who returned to Alger in November 2001, began her career in Alger's analyst program, rising from Research Associate to Senior Analyst and earning her CFA designation. She joined Prudential Equity Investors in 1992 where she was a Direct |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of small, fast-growing companies that the manager 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, have a total market capitalization not exceeding the highest market capitalization of companies included in the Russell 2500 Growth index. It can leverage, that is, borrow money to buy additional securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| 63.94% | | Average for Category:
| 136.50% |
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| Expense | AOFAX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.40% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 1,297 | $69 | | 5 Yr Expense Projection*: |
$ 1,948 | $111 | | 10 Yr Expense Projection*: |
$ 3,684 | $224 |
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