Alger 35 is trading at 20.33 as of the 19th of July 2025; that is 1.30% increase since the beginning of the trading day. The fund's open price was 20.07. Alger 35 has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. More on Alger 35 Fund
Alger 35 Fund [ATVPX] is traded in USA and was established 19th of July 2025. 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 10.41% with the current yeild of 0.0%, while the total return for the last 3 years was 25.66%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger 35 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Alger Mutual Fund
Alger 35 financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger 35 security.