Alger SMidCap Growth B
111 Fifth Avenue New York NY 10003
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Phone: 800-992-3863
| Category: | Mid-Cap Growth | | Fund Family: | Alger | | Net Assets: | 8.71M | | Year-to-Date Return: | -44.09% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-May-02 |
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Dan C. Chung
Lead Manager since
13-May-02 | | | Chung is chairman, chief executive officer, chief investment officer and portfolio manager with Fred Alger Management, Inc. He has been with Fred Alger Management since 1994. Chung holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in equity securities of small-cap and mid-cap companies. Small-cap or mid-cap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2000 Growth index or S&P Small-Cap 600 index, or the Russell Mid-cap Growth index or S&P Mid-Cap 400 index, respectively, as reported by the indexes as of the most recent quarter-end. |
| Last Dividend
| N/A | | Last Cap Gain
(18-Dec-07):
| 0.26 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 118.51% |
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| Expense | ALMBX | Category
Avg | | Total Expense Ratio: | 2.15%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$973 | $697 | | 5 Yr Expense Projection*: |
$1,354 | $1,075 | | 10 Yr Expense Projection*: |
$2,277 | $2,114 |
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2.51% Nasdaq 0.00%
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