AGIZX Mutual Fund
AGIZX Mutual Fund
Alger Growth & Income Fund Class Z
AGIZX Mutual Fund Overview
AGIZX Mutual Fund (Alger Growth & Income Fund Class Z) is managed by Alger with $663.4M in net assets. AGIZX expense ratio is 0.62%, holding 80 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2012-03-01.
AGIZX performance shows a YTD return of 13.46%. The 1-year return is 29.91% and the 5-year return is 15.06%. AGIZX dividend yield stands at 0.96%, paid quarterly.
AGIZX top holdings include Broadcom Inc (7.4%), Apple, Inc (6.6%), Microsoft Corp 4.100 Feb 06 37 (6.4%), Kla Corp. (5.6%), Alphabet Inc Common Stock USD 0.001 (5.4%). View all AGIZX holdings, sector breakdown, or dividend history.
AGIZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AGIZX alternatives are available via the screener, along with tax-loss harvesting opportunities.