Alger Dynamic Opportunities Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
---
TheStreet.com
C (Hold)

U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Alger funds

See full Long/Short Equity rankings

See more fund rankings

Performance

The fund has returned 15.76 percent over the past year, and 5.21 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 15.8%
3 Years (Annualized) 5.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ADOCX performance

Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can also invest in derivative instruments. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Alger Dynamic Opportunities Fund has an expense ratio of 2.75 percent.

See more ADOCX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more ADOCX risk