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Alger Mid Cap Growth Institutional Fund Class R: (MF: AGIRX)
(NASDAQ Mutual Funds) As of Oct 3, 2024 08:00 PM ET
$17.46 USD
-0.07 (-0.40%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.62 | 82 |
| 3 months | 2.35 | 92 |
| 6 months | 0.00 | 94 |
| 1 Year | 14.51 | 87 |
| 3 Year | -7.55 | 96 |
| 5 Year | 7.89 | 91 |
| 10 Year | 8.18 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -63.71 |
| Bull Market (2/09 - 3/21) | 585.51 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 10.85 |
| 5 Year | 7.77 |
| 10 Year | 8.25 |
| Since Inception | 9.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.69 | -3.70 | NA | NA |
| 2023 | 9.06 | 8.60 | -6.52 | 10.25 |
| 2022 | -14.88 | -24.29 | -0.71 | 0.71 |
| 2021 | 2.39 | 6.08 | 1.12 | -5.39 |
| 2020 | -15.47 | 34.05 | 20.69 | 19.41 |
| 2019 | 20.10 | 6.17 | -3.85 | 5.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.62 | 22.08 | -35.56 | 3.93 | 63.30 | 29.10 | -8.18 | 28.83 | 0.82 | -1.89 | 8.85 |
| % Total Return Rel to Index | -9.92 | -4.16 | -17.36 | -24.75 | 44.90 | -2.38 | -3.78 | 7.04 | -11.11 | -3.28 | -4.78 |
| % Total Return Rel to Peer | -5.22 | -0.91 | -15.87 | -18.12 | 43.39 | 0.68 | -1.32 | 8.15 | -6.99 | -0.29 | 0.65 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 19.85 | 5.33 | 2.56 | 1.98 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.88 | 1.91 | 1.88 | 1.75 | 1.83 | 1.85 | 1.82 | 1.81 | 1.82 | 1.74 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%