AGIZX Mutual Fund

AGIZX Mutual Fund (Alger Growth & Income Fund Class Z) is managed by Alger with $699.0M in net assets. AGIZX expense ratio is 0.62%, holding 80 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-03-01.

AGIZX performance shows a YTD return of 12.68%. The 1-year return is 25.83% and the 5-year return is 14.17%. AGIZX dividend yield stands at 0.97%, paid quarterly.

AGIZX top holdings include Broadcom Inc (7.4%), Apple, Inc (6.6%), Microsoft Corp (6.4%), Kla Corp (5.6%), Alphabet Inc Common Stock USD 0.001 (5.4%). Go to all AGIZX holdings, AGIZX sectors, or AGIZX dividends.

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