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Alger Mid Cap Growth Institutional Fund Class I: (MF: ALMRX)
(NASDAQ Mutual Funds) As of Aug 30, 2024 08:00 PM ET
$22.26 USD
+0.23 (1.04%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.74 | 77 |
| 3 months | 2.75 | 91 |
| 6 months | 7.57 | 85 |
| 1 Year | 10.28 | 83 |
| 3 Year | -5.98 | 95 |
| 5 Year | 7.77 | 87 |
| 10 Year | 9.14 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 178.75 |
| Bear Market (10/07 - 2/09) | -63.45 |
| Bull Market (2/09 - 3/21) | 632.89 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 11.44 |
| 5 Year | 8.29 |
| 10 Year | 8.80 |
| Since Inception | 11.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.86 | -3.57 | NA | NA |
| 2023 | 9.27 | 8.65 | -6.43 | 10.42 |
| 2022 | -14.83 | -24.19 | -0.60 | 0.85 |
| 2021 | 2.51 | 6.22 | 1.23 | -5.28 |
| 2020 | -15.38 | 34.22 | 20.82 | 19.56 |
| 2019 | 20.24 | 6.33 | -3.74 | 5.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.74 | 22.68 | -35.28 | 4.41 | 64.09 | 29.77 | -7.78 | 29.54 | 1.43 | -1.37 | 9.37 |
| % Total Return Rel to Index | -7.96 | -3.56 | -17.07 | -24.26 | 45.68 | -1.71 | -3.39 | 7.75 | -10.50 | -2.75 | -4.26 |
| % Total Return Rel to Peer | -3.92 | -0.31 | -15.58 | -17.64 | 44.17 | 1.35 | -0.92 | 8.87 | -6.38 | 0.22 | 1.17 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 5.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 19.85 | 5.33 | 2.56 | 1.98 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.37 | 1.45 | 1.43 | 1.27 | 1.35 | 1.35 | 1.34 | 1.28 | 1.25 | 1.20 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%