ALMAX Rating, Research - Alger Smid Cap Growth A

Alger Smid Cap Growth A (almax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 33

Threats + Weaknesses = 19

When strengths & opportunities substantially exceed threats & weaknesses an investment in the almax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Alger Smid Cap Growth A (ALMAX) Description: ALMAX is a mutual fund, which is an investment that owns a basket of assets. The ALMAX mutual fund was provided by Alger and this investment vehicle derives the majority of its value from equity holdings (stocks). Algers mutual fund has a medium management tenure and is in the large fund size classification. ALMAXs minimum initial investment amount is $1000 while the IRA minimum is $500. ALMAXs expense ratio is roughly 1%. The latest ALMAXs front end load was 5% and the back end load was 0%. The Alger Smid Cap Growth A (ALMAX) mutual fund falls under the mid-cap growth category. ALMAX focuses its investments in USA and ALMAX is not affiliated with a particular industry or fund sector. The Alger Smid Cap Growth A (ALMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ALMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ALMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) of mid-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the range of market capitalizations of companies constituting the Russell Midcap Index. It may utilize options, futures contracts, options on futures contracts, and foreign currency exchange contracts. The fund may also invest up to 25% of assets, collectively, in non-dollar denominated and dollar-denominated equity securities (see equity research) of foreign issuers that are either listed on a U.S. stock exchange or represented by depositary receipts.

Management Analysis Update

Performance Analysis Update