AFOIX Mutual Fund

AFOIX Mutual Fund (Alger Mid Cap Focus Fund Class I) is managed by Alger with $7.6M in net assets. AFOIX expense ratio is 1.15%, holding 53 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2019-06-14.

AFOIX performance shows a YTD return of 6.50%. The 1-year return is 13.14% and the 5-year return is 3.46%.

AFOIX top holdings include Dreyfus Trsy Oblig Cash Mgmt Cl Ins (8.3%), Ftai Aviation Ltd. (5.0%), Comfort Systems USA Inc. (4.1%), Amphenol Corp. Class A (3.2%), Carvana Co (3.2%). Go to all AFOIX holdings, AFOIX sectors, or AFOIX dividends.

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