2 / 5 Stars
4 4 4 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#132 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.26 percent over the past year, 14.76 percent over the past three years, and 20.68 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It may invest in companies of any market capitalization, from larger, well-established companies to small, emerging growth companies. The fund may invest in securities of companies whose principal business activities are located in emerging market countries. It can leverage, that is borrow money to purchase additional securities. The fund can also invest in derivative instruments.
Fees are High compared to funds in the same category.
Alger Analyst Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.