AIFIX Mutual Fund

AIFIX Mutual Fund (Alger AI Enablers & Adopters Fund Class I) is managed by Alger with $907,358.05 in net assets. AIFIX expense ratio is 0.84%, holding 55 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2024-04-04.

AIFIX performance shows a YTD return of 18.10%. The 1-year return is 32.82%. AIFIX dividend yield stands at 5.35%, paid annually.

AIFIX 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 AIFIX holdings, AIFIX sectors, or AIFIX dividends.

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