3 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 215 Small 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 24.54 percent over the past year, 13.06 percent over the past three years, 22.55 percent over the past five years, and 9.82 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term capital appreciation. The fund focuses on small, fast-growing companies that the advisor believes offer innovative products, services or technologies to a rapidly expanding marketplace. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell 2000 Growth Index or the S&P SmallCap 600 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are broad indexes of small capitalization stocks.
Fees are Average compared to funds in the same category.
Alger Small Cap Growth Portfolio Fund has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.