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Alger Large Cap Growth I-2 (AAGOX)

69.93 +1.46 (+2.13%)
At close: 8:01 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

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • CommonWealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Matrix Financial Solutions
  • ADP Access
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The advisor focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth Index, updated quarterly as reported as of the most recent quarter-end. This index is designed to track the performance of large-capitalization growth stocks.

Fund Overview

Category Large Growth
Fund Family Alger
Net Assets 328.84M
YTD Return 14.80%
Yield 0.00%
Morningstar Rating
Inception Date Jan 06, 1989

Performance & Risk

YTD Return 9.69%
5y Average Return 12.63%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

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