ALOAX Mutual Fund

ALOAX Mutual Fund (Alger Mid Cap Focus Fund Class A) is managed by Alger with $13.1M in net assets. ALOAX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2021-07-29.

ALOAX performance shows a YTD return of 13.65%. The 1-year return is 11.50% and the 5-year return is 4.99%.

ALOAX top holdings include Twist Bioscience Corp. (4.0%), Nebius Group Nv (3.9%), Vertiv Holdings Co (3.8%), Comfort Systems USA Inc. (3.6%), Astera Labs Inc - Common (3.5%). 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.