AFOZX Mutual Fund
AFOZX Mutual Fund
Alger Mid Cap Focus Fund Class Z
AFOZX Mutual Fund Overview
AFOZX Mutual Fund (Alger Mid Cap Focus Fund Class Z) is managed by Alger with $303.5M in net assets. AFOZX expense ratio is 0.82%, holding 53 positions across sectors including Health Care, Industrials, Unknown. Inception date: 2019-06-14.
AFOZX performance shows a YTD return of 14.37%. The 1-year return is 28.66% and the 5-year return is 7.29%.
AFOZX top holdings include Dreyfus Trsy Oblig Cash Mgmt Cl Ins (8.3%), Ftai Aviation Ltd. (5.0%), Comfort Systems USA Inc. (4.1%), Amphenol Corp. Class A (3.2%), Carvana Co Class A (3.2%). View all AFOZX holdings, sector breakdown, or dividend history.
AFOZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFOZX alternatives are available via the screener, along with tax-loss harvesting opportunities.