AOFAX Mutual Fund

AOFAX Mutual Fund (Alger Small Cap Focus Fund Class A) is managed by Alger with $134.9M in net assets. AOFAX expense ratio is 1.30%, holding 52 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2008-03-03.

AOFAX performance shows a YTD return of 17.30%. The 1-year return is 25.27% and the 5-year return is -3.99%.

AOFAX top holdings include Impulse Dynamics Ireland Series F-3 (4.1%), Adaptive Biotechnologies Corp (4.0%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (3.8%), Rbc Bearings Inc (3.6%), Repligen Corp (3.5%). Go to all AOFAX holdings, AOFAX sectors, or AOFAX dividends.

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