Alger Small Cap Growth C (AGSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Alger Small Cap Growth C (AGSCX) Fund

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

 

Fund Manager - Amy Y. Zhang

Fund Manager Information

Fund Manager Tenure: 4.8 years
Fund Family: Alger
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Alger Small Cap Growth C Fund (AGSCX) Profile

Fund Profile and Description

Alger Small Cap Growth C Fund seeks long-term capital appreciation. Alger Small Cap Growth C Fund 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 total market capitalization within the range of companies included in the Russell 2000 Growth index or the S&P Small-Cap 600 index, as reported by the indexes as of the most recent quarter-end.

 

 What we like about Alger Small Cap Growth C (AGSCX) Fund

Data for Alger Small Cap Growth C Fund (AGSCX) as of May 30, 2016

• Alger Small Cap Growth C Fund (AGSCX) management has been with Alger Small Cap Growth C Fund for 4.8 years
• Asset base in Alger Small Cap Growth C Fund (AGSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

 What we are cautious about Alger Small Cap Growth C (AGSCX) Fund

Data for Alger Small Cap Growth C Fund (AGSCX) as of May 30, 2016

• Alger Small Cap Growth C Fund (AGSCX) has a less-than-ideal short-term performance (1-year return -13.77% vs -7.74% Small Growth category median performance)
• Alger Small Cap Growth C Fund (AGSCX) has a less-than-ideal mid-term performance (3-year return 1.58% vs 6.86% Small Growth category median performance)
• Alger Small Cap Growth C Fund (AGSCX) has a less-than-ideal Long-term performance (5-year return 2.64% vs 7.01% Small Growth category median performance)
• Alger Small Cap Growth C Fund (AGSCX) ratio of up-years vs down years can be improved
• Alger Small Cap Growth C Fund (AGSCX) has a Morningstar rating of 3 and below
• Alger Small Cap Growth C Fund (AGSCX) has an annual stock turnover rate of 131.72% that is higher than the Small Growth average of 63.11%. This could mean Alger Small Cap Growth C is more nimble, but also signal potential high tax impact and high trading fees
• Alger Small Cap Growth C Fund (AGSCX) does not have a good risk adjusted return as its 3-year Alpha of -9.08 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.17
• Alger Small Cap Growth C Fund (AGSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.04 that is higher than category average of 15.82
• Alger Small Cap Growth C Fund (AGSCX) has a higher expense ratio of 2.16% than its Small Growth average of 1.31%
• Alger Small Cap Growth C Fund (AGSCX) carries a 1% load

See Alger Small Cap Growth C Fund (AGSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Alger Small Cap Growth C	-5.06	-13.77	1.58	2.64
Thrivent Small Cap Stock A (AASMX)	5.33	-2.12	8.13	6.23	Compare
Invesco Small Cap Growth A (GTSAX)	2.31	-6.34	9.44	9.20	Compare
Brown Advisory Small-Cap Growth Inv (BIASX)	1.44	1.96	10.71	9.36	Compare

See top fund managers for Small Growth Category Funds

 

Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)	2.08%	0.72%	8.41%
iShares S&P Small-Cap 600 Growth (IJT)	3.38%	0.39%	10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)	3.30%	0.18%	10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)	2.78%	0.08%	10.38%
Vanguard Small-Cap Growth ETF (VBK)	0	0	0

 

Alger Small Cap Growth C (AGSCX) Fund Net Asset

Track net asset change of Alger Small Cap Growth C fund (AGSCX)

Date	Net Asset
05/2016	$127.56M
03/2016	$126.79M
02/2016	$123.85M

More historic net asset information on Alger Small Cap Growth C Fund (AGSCX)

  

Alger Small Cap Growth C (AGSCX) Fund Portfolio Allocation

Track portfolio allocation change of Alger Small Cap Growth C fund (AGSCX)

Date	Cash	Stock	Bond	Other
03/2016	1.32%	97.92%	0%	0.76%
01/2016	0.46%	98.79%	0%	0.75%
12/2015	0.51%	98.84%	0%	0.65%

Click here to see more historic asset allocation information on Alger Small Cap Growth C Fund (AGSCX)

 

Top 10 Holdings in Alger Small Cap Growth C (AGSCX) Fund

Discover what Alger Small Cap Growth C Fund (AGSCX) manager is buying

Mar 30, 2016 Neogen Corporation [2.53%] Manhattan Associates, Inc. [2.27%] Tyler Technologies, Inc. Common [2.24%] Cantel Medical Corp. Common Sto [2.19%] Bio-Techne Corp [2.12%] Proto Labs, Inc. Common stock [1.97%] Balchem Corporation [1.91%] Stamps.com Inc. [1.88%] Blackbaud, Inc. [1.8%] Burlington Stores, Inc. Common [1.69%]

Jan 30, 2016 Blackbaud, Inc. [2.46%] Neogen Corporation [2.15%] Cantel Medical Corp. Common Sto [2.11%] Manhattan Associates, Inc. [2.04%] Tyler Technologies, Inc. Common [2.02%] Stamps.com Inc. [1.98%] Bio-Techne Corp [1.82%] CVENT, INC. Common Stock [1.67%] Burlington Stores, Inc. Common [1.59%] Medidata Solutions, Inc. [1.58%]

Dec 30, 2015 Blackbaud, Inc. [2.37%] Neogen Corporation [2.09%] Stamps.com Inc. [2.08%] Tyler Technologies, Inc. Common [2.02%] Cantel Medical Corp. Common Sto [1.99%] CVENT, INC. Common Stock [1.99%] Bio-Techne Corp [1.79%] Proofpoint, Inc. [1.66%] Manhattan Associates, Inc. [1.65%] Medidata Solutions, Inc. [1.65%]

Click here for Stock Holding Change Map in Alger Small Cap Growth C Fund (AGSCX)

  

Latest News on Alger Small Cap Growth C (AGSCX) Fund

See what is happening with Alger Small Cap Growth C Fund (AGSCX)

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See more information on Alger Small Cap Growth C (AGSCX) Fund

Popular pages on Alger Small Cap Growth C (AGSCX) Fund

• Alger Small Cap Growth C (AGSCX) Fund Research and Recommendation
• Alger Small Cap Growth C (AGSCX) Fund Performance Data
• Alger Small Cap Growth C (AGSCX) Fund Manager Information
• Historic Alger Small Cap Growth C (AGSCX) Fund Asset Allocation Report
• Historic Alger Small Cap Growth C (AGSCX) Fund Top 10 Holding Tracking
• Historic Alger Small Cap Growth C (AGSCX) Fund Asset Under Management Tracking