ATFV
Alger 35 ETF
📎 Investment Objective
The Alger 35 ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of 35 stocks that the fund's managers believe have the potential for above-average growth.
Overview
ETF tracking Alger 35 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Alger 35 ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of 35 stocks that the fund's managers believe have the potential for above-average growth.
🎯 Investment Strategy
The fund's managers use fundamental research to identify companies they believe are well-positioned for growth, with a focus on innovative and disruptive businesses across various sectors. The portfolio is actively managed and typically holds 35 positions, providing concentrated exposure to the fund's highest-conviction ideas.
✨ Key Features
- Concentrated portfolio of 35 stocks selected for their growth potential
- Active management approach aimed at identifying innovative and disruptive companies
- Relatively low expense ratio of 0.00%
- Limited performance history as the fund is new
⚠️ Primary Risks
- Concentration risk as the fund holds a limited number of positions
- Potential for higher volatility compared to more diversified funds
- Reliance on the fund manager's ability to identify successful growth companies
- Limited track record makes it difficult to evaluate long-term performance
👤 Best For
The Alger 35 ETF may be suitable for investors seeking exposure to a concentrated portfolio of growth-oriented stocks, with a higher risk tolerance and a long-term investment horizon. This fund may be most appropriate for investors who are comfortable with the increased volatility and risk associated with a focused, actively managed strategy.