Alger Weatherbie Specialized Fund Quote
| ASYMX Fund | USD 12.94 0.03 0.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Alger Weatherbie is trading at 12.94 as of the 24th of March 2025; that is 0.23% down since the beginning of the trading day. The fund's open price was 12.97. Alger Weatherbie has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. More on Alger Weatherbie Specialized
Moving together with Alger Mutual Fund
Alger Mutual Fund Highlights
| Fund Concentration | Alger Funds, Large Funds, Small Growth Funds, Small Growth, Alger (View all Sectors) |
| Update Date | 31st of March 2025 |
Alger Weatherbie Specialized [ASYMX] is traded in USA and was established 24th of March 2025. Alger Weatherbie is listed under Alger category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Alger family. This fund presently has accumulated 507.55 M in assets under management (AUM) with no minimum investment requirementsAlger Weatherbie Spe is currently producing year-to-date (YTD) return of 1.35%, while the total return for the last 3 years was -6.14%.
Check Alger Weatherbie Probability Of Bankruptcy
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 Weatherbie Specialized 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.
Top Alger Weatherbie Specialized Mutual Fund Constituents
| HLNE | Hamilton Lane | Stock | Financials | |
| PCTY | Paylocity Holdng | Stock | Information Technology | |
| TTD | Trade Desk | Stock | Information Technology | |
| MTSI | MACOM Technology Solutions | Stock | Information Technology | |
| MIDD | Middleby Corp | Stock | Industrials | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| SPSC | SPS Commerce | Stock | Information Technology | |
| EPAM | EPAM Systems | Stock | Information Technology |
Alger Weatherbie Spe Risk Profiles
| Mean Deviation | 1.22 | |||
| Standard Deviation | 1.56 | |||
| Variance | 2.43 | |||
| Risk Adjusted Performance | (0.15) |
Alger Weatherbie Against Markets
Other Information on Investing in Alger Mutual Fund
Alger Weatherbie 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 Weatherbie security.
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