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Alger SMid Cap Growth I-2 (AAMOX) Fund Ranking and Research

Ranking, Research and Recommendation of Alger SMid Cap Growth I-2 (AAMOX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Alger SMid Cap Growth I-2 Fund (AAMOX) ManagerFund Manager - Jill Greenwald

Fund Manager Information

Fund Manager Tenure: 11.3 years
Fund Family: Alger
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)

 

Graph of Alger SMid Cap Growth I-2 Fund (AAMOX) ProfileAlger SMid Cap Growth I-2 Fund (AAMOX) Profile

Fund Profile and Description

Alger SMid Cap Growth I-2 Fund seeks long-term capital appreciation. Alger SMid Cap Growth I-2 Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in equity securities of small-cap and mid-cap U.S. companies. Small-cap or mid-cap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2000 Growth index or the S&P Small-Cap 600 index, or the Russell Mid-Cap Growth index or S&P Mid-Cap 400 index, respectively.

 

Alger SMid Cap Growth I-2 (AAMOX) Fund Strength What we like about Alger SMid Cap Growth I-2 (AAMOX) Fund

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

  • Alger SMid Cap Growth I-2 Fund (AAMOX) management has been with Alger SMid Cap Growth I-2 Fund for 11.3 years
  • Alger SMid Cap Growth I-2 Fund (AAMOX) ratio of up-years vs down years is greater than 2
  • Asset base in Alger SMid Cap Growth I-2 Fund (AAMOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alger SMid Cap Growth I-2 Fund (AAMOX) has a lower expense ratio than its Mid-Cap Growth average: 0.99% vs 1.27%
  • Alger SMid Cap Growth I-2 Fund (AAMOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alger SMid Cap Growth I-2 Fund (AAMOX) Weakness What we are cautious about Alger SMid Cap Growth I-2 (AAMOX) Fund

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

  • Alger SMid Cap Growth I-2 Fund (AAMOX) has a less-than-ideal short-term performance (1-year return -8.25% vs -5.73% Mid-Cap Growth category median performance)
  • Alger SMid Cap Growth I-2 Fund (AAMOX) has a less-than-ideal mid-term performance (3-year return 6.67% vs 8.38% Mid-Cap Growth category median performance)
  • Alger SMid Cap Growth I-2 Fund (AAMOX) has a less-than-ideal Long-term performance (5-year return 6.20% vs 7.70% Mid-Cap Growth category median performance)
  • Alger SMid Cap Growth I-2 Fund (AAMOX) has a Morningstar rating of 3 and below
  • Alger SMid Cap Growth I-2 Fund (AAMOX) is less safe compared to its Mid-Cap Growth peers
  • Alger SMid Cap Growth I-2 Fund (AAMOX) has an annual stock turnover rate of 121.47% that is higher than the Mid-Cap Growth average of 52.51%. This could mean Alger SMid Cap Growth I-2 is more nimble, but also signal potential high tax impact and high trading fees
  • Alger SMid Cap Growth I-2 Fund (AAMOX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.28 that is higher than category average of 13.49
See Alger SMid Cap Growth I-2 Fund (AAMOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alger SMid Cap Growth I-2 Fund (AAMOX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alger SMid Cap Growth I-2-0.63-8.256.676.20
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Alger SMid Cap Growth I-2 Fund (AAMOX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Alger SMid Cap Growth I-2 Fund (AAMOX) Net Asset TrackingAlger SMid Cap Growth I-2 (AAMOX) Fund Net Asset

Track net asset change of Alger SMid Cap Growth I-2 fund (AAMOX)

DateNet Asset
05/2016$3.49M
03/2016$3.46M
02/2016$3.25M
More historic net asset information on Alger SMid Cap Growth I-2 Fund (AAMOX)

  

Graph of Alger SMid Cap Growth I-2 Fund (AAMOX) Portfolio TrackingAlger SMid Cap Growth I-2 (AAMOX) Fund Portfolio Allocation

Track portfolio allocation change of Alger SMid Cap Growth I-2 fund (AAMOX)

DateCashStockBondOther
03/20163.37%96.09%0%0.54%
12/20154.04%95.39%0%0.57%
10/20153.94%93.91%0%2.15%
Click here to see more historic asset allocation information on Alger SMid Cap Growth I-2 Fund (AAMOX)

 

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

Discover what Alger SMid Cap Growth I-2 Fund (AAMOX) manager is buying

Mar 30, 2016
Palantir Series B [4.15%]
Intarcia [3.63%]
Penn National Gaming, Inc. [2.13%]
Tyler Technologies, Inc. Common [1.41%]
Jones Lang LaSalle Incorporated [1.39%]
Microsemi Corporation [1.37%]
TubeMogul, Inc. [1.37%]
WisdomTree Investments, Inc. [1.34%]
ABIOMED, Inc. [1.33%]
Affiliated Managers Group, Inc. [1.29%]

Dec 30, 2015
Palantir Series B [4.41%]
Intarcia [3.52%]
Waste Connections, Inc. Common [1.29%]
ServiceMaster Global Holdings, [1.19%]
Sovran Self Storage, Inc. Commo [1.17%]
Vantiv, Inc. Class A Common Sto [1.16%]
HubSpot, Inc. Common Stock [1.14%]
ABIOMED, Inc. [1.14%]
HD Supply Holdings, Inc. [1.12%]
Signature Bank [1.12%]

Oct 30, 2015
Signature Bank [1.27%]
Proofpoint, Inc. [1.26%]
Vantiv, Inc. Class A Common Sto [1.26%]
Waste Connections, Inc. Common [1.23%]
Sovran Self Storage, Inc. Commo [1.2%]
Allegion plc Ordinary Shares [1.2%]
Blackbaud, Inc. [1.17%]
Acuity Brands Inc (Holding Comp [1.16%]
Microsemi Corporation [1.15%]
Lear Corp [1.15%]
Click here for Stock Holding Change Map in Alger SMid Cap Growth I-2 Fund (AAMOX)

  

Latest News on Alger SMid Cap Growth I-2 (AAMOX) Fund

See what is happening with Alger SMid Cap Growth I-2 Fund (AAMOX)

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Alger SMid Cap Growth I-2 Fund (AAMOX) Related ResourcesSee more information on Alger SMid Cap Growth I-2 (AAMOX) Fund

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