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Alger Small Cap Focus Fund Class I (AOFIX)

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16.91+0.62 (+3.81%)
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Alger Small Cap Focus Fund Class I

Alger Funds

360 Park Avenue South

New York, NY 10010

Management Information
Amy Y. Zhang,Lead Manager since February 11, 2015
Amy Zhang, CFA is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus and Alger Small Cap Growth strategies. She joined Alger in 2015 and has 24 years of investment experience. Additionally, Amy is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in a number of publications such as: The Wall Street Journal, Barron’s, The New York Times, Citywire, Investor’s Business Daily, Business Insider, Investment News, MarketWatch, China Business News, CNBC, and CNN. Prior to joining Alger, Amy worked at Brown Capital Management as a Partner, Managing Director, and Senior Portfolio Manager of its Brown Capital Small Company Fund. Her previous experience includes working as a Portfolio Manager/Analyst at Epsilon Investment Management, Research Analyst at Templeton Worldwide, and Associate at Citicorp Securities. She is a former President of the CFA Society Baltimore and is currently chair of their Advisory Board. She served as a member on the Board of Directors, as well as Vice President and Programs Chair for the CFA Society of Stamford. Amy is also a member of the Board of Trustees of Manhattanville College, where she founded the AYZ STEM scholarship. Amy earned her B.A. from Manhattanville College, where she graduated summa cum laude. She earned her M.B.A. from Columbia Business School, where she was inducted into the Beta Gamma Sigma honor society and named to the Dean’s List. Amy is a CFA charterholder and a member of the CFA Institute.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyAlger
Net Assets6.8B
YTD Return-17.02%
Morningstar Rating★★★
Inception DateMar 2, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover56.71%
Average for CategoryN/A

Fees & Expenses

ExpenseAOFIXCategory Average
Annual Report Expense Ratio (net)1.15%1.21%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection365N/A
5 Yr Expense Projection633N/A
10 Yr Expense Projection1,398N/A