AFGIX Mutual Fund

AFGIX Mutual Fund (Alger Global Focus Fund Class I) is managed by Alger with $166,173.95 in net assets. AFGIX expense ratio is 1.20%, holding 40 positions across sectors including Information Technology, Industrials. Inception date: 2013-05-31.

AFGIX performance shows a YTD return of 5.24%. The 1-year return is 4.54% and the 5-year return is 3.16%. AFGIX dividend yield stands at 8.79%, paid annually.

AFGIX top holdings include Ge Vernova, Inc. (5.1%), Taiwan Semiconductor - Adr (3.9%), Amazon.Com Inc (3.8%), Analog Devices, Inc. (3.2%), Coca-Cola Hbc Ag Ordinary Shares (2.9%). Go to all AFGIX holdings, AFGIX sectors, or AFGIX dividends.

AFGIX can be compared against other funds. Use AFGIX overlap to find shared positions, or AFGIX vs another fund for a side-by-side view. AFGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.