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Alger Small Cap Growth C (AGSCX) Fund Ranking and Research
Ranking, Research and Recommendation of Alger Small Cap Growth C (AGSCX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Amy Y. Zhang
Fund Manager Information
Fund Manager Tenure: 4.8 yearsFund 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
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 |
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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 |
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% |
Top 10 Holdings in Alger Small Cap Growth C (AGSCX) Fund
Discover what Alger Small Cap Growth C Fund (AGSCX) manager is buying
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%] | 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%] | 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%] |
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