AGIZX Mutual Fund
AGIZX Mutual Fund
AGIZX Mutual Fund
Alger Growth & Income Fund Class Z
AGIZX Mutual Fund Overview
AGIZX Mutual Fund (Alger Growth & Income Fund Class Z) is managed by Alger with $708.9M in net assets. AGIZX expense ratio is 0.62%, holding 80 positions across sectors including Information Technology, Communication Services, Financials. 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 14.19%. AGIZX dividend yield stands at 0.96%, paid quarterly.
AGIZX top holdings include Broadcom Inc (7.5%), Apple, Inc (7.2%), Microsoft Corp (6.7%), Kla Corp (5.8%), Cash (5.3%). 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.