AIFAX Mutual Fund

AIFAX Mutual Fund (Alger AI Enablers & Adopters Fund Class A) is managed by Alger with $16.9M in net assets. AIFAX expense ratio is 0.85%, holding 55 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2024-04-04.

AIFAX performance shows a YTD return of 18.13%. The 1-year return is 32.84%. AIFAX dividend yield stands at 5.34%, paid annually.

AIFAX top holdings include Nvidia Corp. (13.7%), Amazon.Com Inc (8.7%), Microsoft Corp (8.7%), Alphabet Inc. C (6.1%), Taiwan Semiconductor - Adr (5.9%). Go to all AIFAX holdings, AIFAX sectors, or AIFAX dividends.

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