ALOCX Mutual Fund

ALOCX Mutual Fund (Alger Mid Cap Focus Fund Class C) is managed by Alger with $5.2M in net assets. ALOCX expense ratio is 1.92%, holding 53 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2021-07-29.

ALOCX performance shows a YTD return of 6.09%. The 1-year return is 12.30% and the 5-year return is 2.64%.

ALOCX 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 ALOCX holdings, ALOCX sectors, or ALOCX dividends.

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