ASMZX Mutual Fund

ASMZX Mutual Fund (Alger Weatherbie Specialized Growth Fund Class Z) is managed by Alger with $155.5M in net assets. ASMZX expense ratio is 0.96%, holding 51 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2010-12-29.

ASMZX performance shows a YTD return of 1.22%. The 1-year return is 6.19% and the 5-year return is -4.58%.

ASMZX top holdings include Legence Corp Class A (5.5%), Cardinal Infrastructure Group Inc (5.2%), Firstservice Corp. (4.9%), Casella Waste Systems, Inc., Class A (4.4%), Stepstone Group Lp (4.1%). Go to all ASMZX holdings, ASMZX sectors, or ASMZX dividends.

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