ALOAX Mutual Fund

ALOAX Mutual Fund (Alger Mid Cap Focus Fund Class A) is managed by Alger with $13.4M in net assets. ALOAX expense ratio is 1.15%, holding 53 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2021-07-29.

ALOAX performance shows a YTD return of 6.51%. The 1-year return is 13.16% and the 5-year return is 3.44%.

ALOAX 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 ALOAX holdings, ALOAX sectors, or ALOAX dividends.

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