Nasdaq - Delayed Quote • USD
Alger Weatherbie Specialized Growth Z (ASMZX)
As of 8:05 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. Smallcap or midcap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index, respectively, as reported by the indexes as of the most recent quarter-end.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 57.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.67% |
| 5y Average Return | 3.80% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ASMZX | Category Average | ASMZX | Category Average | ASMZX | Category Average | |
| Alpha | -20.56 | -0.02 | -9.75 | 0.01 | -4.86 | -0.02 |
| BETA | 1.18 | 0.01 | 1.17 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | -0.53 | 0.02 | 0.7 | 0.02 | 0.92 | 0.01 |
| R-squared | 72.02 | 0.78 | 68.17 | 0.73 | 66.37 | 0.73 |
| Standard Deviation | 24.52 | 0.26 | 26.05 | 0.21 | 22.41 | 0.19 |
| Sharpe Ratio | -0.38 | 0.01 | 0.24 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | -10.1 | 0.15 | 2.52 | 0.17 | 6.08 | 0.11 |
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