ALOCX Mutual Fund

ALOCX Mutual Fund (Alger Mid Cap Focus Fund Class C) is managed by Alger with $4.4M in net assets. ALOCX expense ratio is 1.92%, holding 54 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2021-07-29.

ALOCX performance shows a YTD return of 6.34%. The 1-year return is 2.14% and the 5-year return is -0.03%.

ALOCX top holdings include Cloudflare Inc (4.0%), DATABRICKS INC SERIES J (3.9%), Twist Bioscience Corp (3.9%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (3.5%), Natera Inc (3.3%). 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.