Alger Small Cap Growth Institutional R 111 Fifth Avenue New York NY 10003 Map
Phone: 800-992-3863
| Category: | Small Growth | | Fund Family: | Alger | | Net Assets: | 38.95M | | Year-to-Date Return: | -42.34% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jan-03 |
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Jill Greenwald
Lead Manager since
16-Nov-01 | | | Greenwald has been employed by Fred Alger Management as a senior vice president and portfolio manager since November 2001. She spent six years as a senior analyst with Fred Alger Asset Management. Previously, she served as a managing director and portfolio manager at Chase Asset Management bank from 1994 through 1999 and as a senior vice president and investment officer at J&W Seligman & Co. from 1999 until November 2001. Greenwald holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund focuses on small, fast-growing companies that offer innovative products, services or technologies to a rapidly expanding marketplace. It normally invests at least 80% of assets in the equity securities of small-capitalization companies. A small-capitalization company has a market capitalization within the range of companies in the Russell 2000 Growth index or the S&P Small-Cap 600 index. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 115.78% |
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| Expense | ASIRX | Category Avg | | Total Expense Ratio: | 1.83%
| 1.59% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$585 | $680 | | 5 Yr Expense Projection*: |
$1,006 | $1,078 | | 10 Yr Expense Projection*: |
$2,180 | $2,142 |
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