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Alger Large Cap Growth I-2 (AAGOX) Fund Ranking and Research

Ranking, Research and Recommendation of Alger Large Cap Growth I-2 (AAGOX) Fund

    Last Trade: $62.70 on 6/23/2017, Change: +0.29 (0.46%)

 

Graph of Alger Large Cap Growth I-2 Fund (AAGOX) ManagerFund Manager - Daniel C. Chung

Fund Manager Information

Fund Manager Tenure: 15.7 years
Fund Family: Alger
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of Alger Large Cap Growth I-2 Fund (AAGOX) ProfileAlger Large Cap Growth I-2 Fund (AAGOX) Profile

Fund Profile and Description

Alger Large Cap Growth I-2 Fund seeks long-term capital appreciation. Alger Large Cap Growth I-2 Fund focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of net assets, plus any borrowings for investment purposes, 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. This index is designed to track the performance of large-capitalization growth stocks.

 

Alger Large Cap Growth I-2 (AAGOX) Fund Strength What we like about Alger Large Cap Growth I-2 (AAGOX) Fund

Data for Alger Large Cap Growth I-2 Fund (AAGOX) as of May 30, 2016

  • Alger Large Cap Growth I-2 Fund (AAGOX) management has been with Alger Large Cap Growth I-2 Fund for 15.7 years
  • Alger Large Cap Growth I-2 Fund (AAGOX) ratio of up-years vs down years is greater than 2
  • Alger Large Cap Growth I-2 Fund (AAGOX) has a lower expense ratio than its Large Growth average: 0.86% vs 1.17%
  • Alger Large Cap Growth I-2 Fund (AAGOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alger Large Cap Growth I-2 Fund (AAGOX) Weakness What we are cautious about Alger Large Cap Growth I-2 (AAGOX) Fund

Data for Alger Large Cap Growth I-2 Fund (AAGOX) as of May 30, 2016

  • Alger Large Cap Growth I-2 Fund (AAGOX) has a less-than-ideal short-term performance (1-year return -9.80% vs -1.74% Large Growth category median performance)
  • Alger Large Cap Growth I-2 Fund (AAGOX) has a less-than-ideal mid-term performance (3-year return 9.57% vs 10.74% Large Growth category median performance)
  • Alger Large Cap Growth I-2 Fund (AAGOX) has a less-than-ideal Long-term performance (5-year return 8.37% vs 10.14% Large Growth category median performance)
  • Alger Large Cap Growth I-2 Fund (AAGOX) has a Morningstar rating of 3 and below
  • Alger Large Cap Growth I-2 Fund (AAGOX) is less safe compared to its Large Growth peers
  • Alger Large Cap Growth I-2 Fund (AAGOX) has an annual stock turnover rate of 239.46% that is higher than the Large Growth average of 53.15%. This could mean Alger Large Cap Growth I-2 is more nimble, but also signal potential high tax impact and high trading fees
  • Alger Large Cap Growth I-2 Fund (AAGOX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.01 that is higher than category average of 12.75
See Alger Large Cap Growth I-2 Fund (AAGOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alger Large Cap Growth I-2 Fund (AAGOX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alger Large Cap Growth I-2-3.87-9.809.578.37
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Alger Large Cap Growth I-2 Fund (AAGOX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Alger Large Cap Growth I-2 Fund (AAGOX) Net Asset TrackingAlger Large Cap Growth I-2 (AAGOX) Fund Net Asset

Track net asset change of Alger Large Cap Growth I-2 fund (AAGOX)

DateNet Asset
05/2016$258.37M
03/2016$265.13M
02/2016$254.76M
More historic net asset information on Alger Large Cap Growth I-2 Fund (AAGOX)

  

Graph of Alger Large Cap Growth I-2 Fund (AAGOX) Portfolio TrackingAlger Large Cap Growth I-2 (AAGOX) Fund Portfolio Allocation

Track portfolio allocation change of Alger Large Cap Growth I-2 fund (AAGOX)

DateCashStockBondOther
03/20160.17%99.08%0%0.75%
12/20151.56%97.71%0%0.73%
11/20150.87%98.48%0%0.65%
Click here to see more historic asset allocation information on Alger Large Cap Growth I-2 Fund (AAGOX)

 

graph of Alger Large Cap Growth I-2 Fund (AAGOX) Top 10 Position TrackingTop 10 Holdings in Alger Large Cap Growth I-2 (AAGOX) Fund

Discover what Alger Large Cap Growth I-2 Fund (AAGOX) manager is buying

Mar 30, 2016
Apple Inc. [6.19%]
Alphabet Inc. [6.04%]
Facebook, Inc. [4.94%]
Microsoft Corporation [2.79%]
Norwegian Cruise Line Holdings [2.24%]
Home Depot, Inc. (The) Common S [2.16%]
Intuitive Surgical, Inc. [2.06%]
Honeywell International Inc. Co [2%]
LendingClub Corporation Common [1.98%]
Gilead Sciences, Inc. [1.96%]

Dec 30, 2015
Alphabet Inc. [7.11%]
Apple Inc. [6.39%]
Facebook, Inc. [5%]
Microsoft Corporation [4.94%]
Amazon.com, Inc. [4.32%]
Home Depot, Inc. (The) Common S [2.09%]
Norwegian Cruise Line Holdings [1.99%]
Visa Inc. [1.79%]
Shake Shack, Inc. Class A Commo [1.73%]
Celgene Corporation [1.71%]

Nov 29, 2015
Apple Inc. [6.16%]
Alphabet Inc. [4.92%]
Facebook, Inc. [4.92%]
Amazon.com, Inc. [4.57%]
Microsoft Corporation [3.01%]
Home Depot, Inc. (The) Common S [2.69%]
Visa Inc. [1.82%]
Western Digital Corporation [1.72%]
Bristol-Myers Squibb Company Co [1.69%]
Anadarko Petroleum Corporation [1.68%]
Click here for Stock Holding Change Map in Alger Large Cap Growth I-2 Fund (AAGOX)

  

Latest News on Alger Large Cap Growth I-2 (AAGOX) Fund

See what is happening with Alger Large Cap Growth I-2 Fund (AAGOX)

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Alger Large Cap Growth I-2 Fund (AAGOX) Related ResourcesSee more information on Alger Large Cap Growth I-2 (AAGOX) Fund

Popular pages on Alger Large Cap Growth I-2 (AAGOX) Fund

  

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