Alger 35 Fund Quote

ATVPX Fund  USD 13.83  0.02  0.14%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 35

 
100  
 
Zero
Below Average
Alger 35 is trading at 13.83 as of the 28th of March 2024; that is -0.14 percent decrease since the beginning of the trading day. The fund's open price was 13.85. Alger 35 has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Alger 35 Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Alger 35 is traded on NASDAQ Exchange in the United States. More on Alger 35 Fund

Moving together with Alger Mutual Fund

  0.82AMGAX Alger Midcap GrowthPairCorr
  0.77AMGCX Alger Midcap GrowthPairCorr
  0.82AMGOX Alger Mid CapPairCorr
  0.78ADOCX Alger Dynamic OpportPairCorr
  0.78ADOZX Alger Dynamic OpportPairCorr
  0.79AFGZX Alger Global GrowthPairCorr
  0.75AFGPX Alger InternationalPairCorr

Alger Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Alger 35's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Alger 35 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAlger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors)
Update Date31st of March 2024
Alger 35 Fund [ATVPX] is traded in USA and was established 28th of March 2024. Alger 35 is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 9.35 M in assets under management (AUM) with minimum initial investment of 500 K. Alger 35 Fund is currently producing year-to-date (YTD) return of 17.4%, while the total return for the last 3 years was 1.66%.
Check Alger 35 Probability Of Bankruptcy

Instrument Allocation

Top Alger 35 Fund Mutual Fund Constituents

TSLATesla IncStockConsumer Discretionary
ADBEAdobe Systems IncorporatedStockInformation Technology
VEEVVeeva Systems ClassStockHealth Care
TECHBio Techne CorpStockHealth Care
PINSPinterestStockCommunication Services
AAPLApple IncStockInformation Technology
GOOGAlphabet Class CStockCommunication Services
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Alger 35 Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Alger 35 market risk premium is the additional return an investor will receive from holding Alger 35 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Alger 35. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Alger 35's alpha and beta are two of the key measurements used to evaluate Alger 35's performance over the market, the standard measures of volatility play an important role as well.

Alger 35 Against Markets

Picking the right benchmark for Alger 35 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Alger 35 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Alger 35 is critical whether you are bullish or bearish towards Alger 35 Fund at a given time. Please also check how Alger 35's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Alger 35 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Alger Mutual Fund?

Before investing in Alger 35, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Alger 35. To buy Alger 35 fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Alger 35. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Alger 35 fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Alger 35 Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Alger 35 Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Alger 35 Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Alger 35 Fund?

The danger of trading Alger 35 Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Alger 35 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Alger 35. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Alger 35 Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Alger 35 Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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When running Alger 35's price analysis, check to measure Alger 35's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Alger 35 is operating at the current time. Most of Alger 35's value examination focuses on studying past and present price action to predict the probability of Alger 35's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Alger 35's price. Additionally, you may evaluate how the addition of Alger 35 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Alger 35's value and its price as these two are different measures arrived at by different means. Investors typically determine if Alger 35 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Alger 35's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.