Nasdaq - Delayed Quote USD

Alger Dynamic Opportunities Z (ADOZX)

19.03 +0.16 (+0.85%)
At close: April 26 at 8:00 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
5
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Scottrade Load
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Vanguard NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)

Fund Summary

The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can invest in foreign securities.

Fund Overview

Category Long-Short Equity
Fund Family Alger
Net Assets 250.04M
YTD Return 9.13%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2010

Performance & Risk

YTD Return 6.37%
5y Average Return 7.51%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.43
Morningstar Risk Rating

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