Alger China US Growth A
111 Fifth AveNew York NY 10003
Map
Phone: 800-992-3863
| Category: | World Stock | | Fund Family: | Alger | | Net Assets: | 44.45M | | Year-to-Date Return: | 2.36% | | Yield: | 0.37% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 2, 2003 |
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Dan Chung
Lead Manager since Nov 2, 2003 | | | Dan C. Chung, CFA is Chief Executive Officer and Chief Investment Officer. He is Portfolio Manager of the Alger Mid Cap Growth, Alger Health Sciences, Alger Large Cap Growth, Alger SMid Cap Growth, Alger China-U.S. Growth, Alger Analyst, Alger Dynamic Opportunities, and Alger Growth & Income portfolios. Dan joined Alger in 1994 and has 17 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan graduated from Stanford University and earned his J.D. from Harvard Law School in 1987. After completing law school, he served a one-Year term as Judicial Clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. He joined Simpson Thacher & Bartlett LLP in New York City in 1989 and earned an L.L.M. from New York University. Dan is a CFA charterholder and a member of the CFA Institute. |
| 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 at least 80% of the value of its net assets, plus any borrowings for investment purposes, in the equity securities of issuers that are economically tied to China (including Hong Kong and Taiwan) or the United States. It will normally invest primarily in the U.S. and Chinese securities markets. The fund may invest the remainder of its net assets in investments that are not economically tied to either country. It may invest in securities of any market capitalization. |
| Last Dividend
(Dec 17, 2012)
:
| 0.00 | | Last Cap Gain
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| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 84.55% | | Average for Category: | 59.11% |
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| Expense | CHUSX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.29% | 1.35% | | Prospectus Net Expense Ratio: | 2.29% | N/A | | Prospectus Gross Expense Ratio: | 2.29% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.25% | 5.43% | | Max Deferred Sales Load:
| N/A | 2.17% | | 3 Yr Expense Projection*: | 1,203 | 744 | | 5 Yr Expense Projection*: | 1,686 | 1,113 | | 10 Yr Expense Projection*: | 3,013 | 2,235 |
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0.21(1.24%) Jun 19