Alger Growth Income Fund Quote

AGIZX Fund  USD 78.45  0.37  0.47%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 19

 
High
 
Low
Low
Alger Growth is trading at 78.45 as of the 29th of November 2024; that is 0.47% up since the beginning of the trading day. The fund's open price was 78.08. Alger Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Alger Growth Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The advisor intends to invest at least 65 percent of its total assets in dividend paying equity securities. The fund may invest up to 35 percent of its total assets in equity securities that do not pay dividends or in money market instruments and repurchase agreements. More on Alger Growth Income

Moving together with Alger Mutual Fund

  0.92AMGAX Alger Midcap GrowthPairCorr
  0.91AMGCX Alger Midcap GrowthPairCorr
  0.92AMGOX Alger Mid CapPairCorr
  0.87AOFYX Alger Small CapPairCorr
  0.87AOFIX Alger Small CapPairCorr
  0.87AOFAX Alger Small CapPairCorr

Alger Mutual Fund Highlights

Fund ConcentrationAlger Funds, Large Value Funds, Large Blend Funds, Large Blend, Alger (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date6th of April 2023
Fiscal Year EndOctober
Alger Growth Income [AGIZX] is traded in USA and was established 29th of November 2024. Alger Growth is listed under Alger category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Alger family. This fund presently has accumulated 332.81 M in assets under management (AUM) with minimum initial investment of 500 K. Alger Growth Income is currently producing year-to-date (YTD) return of 21.84% with the current yeild of 0.01%, while the total return for the last 3 years was 10.0%.
Check Alger Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger Growth Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Alger Growth Income Mutual Fund Constituents

AVGOBroadcomStockInformation Technology
MOAltria GroupStockConsumer Staples
XOMExxon Mobil CorpStockEnergy
BAThe BoeingStockIndustrials
JNJJohnson JohnsonStockHealth Care
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
PGProcter GambleStockConsumer Staples
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Alger Growth Income Risk Profiles

Alger Growth Against Markets

Other Information on Investing in Alger Mutual Fund

Alger Growth financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Growth security.
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