CNEQ

Alger Concentrated Equity ETF

$33.78
+0.00%
Market closed. Last update: 10:52 PM ET

📎 Investment Objective

The Alger Concentrated Equity ETF (CNEQ) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of equity securities that the fund's investment manager believes have strong growth potential.

Overview

ETF tracking Alger Concentrated Equity ETF

Category Other
Issuer Other
Inception Date 2024-04-05
Market Cap $132.2M
Average Volume N/A
Dividend Yield 0.12%
52-Week Range $20.31 - $36.98
VWAP $33.78

Performance

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Investment Summary

📎 Investment Objective

The Alger Concentrated Equity ETF (CNEQ) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of equity securities that the fund's investment manager believes have strong growth potential.

🎯 Investment Strategy

The fund invests primarily in equity securities of companies that the investment manager believes demonstrate promising growth potential. The portfolio is concentrated, typically holding 30-50 securities, to allow the manager to take high-conviction positions in their top ideas.

✨ Key Features

  • Concentrated portfolio of 30-50 equity securities
  • Focus on companies with strong growth potential identified by the investment manager
  • Actively managed strategy seeking to outperform the broader market
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Concentration risk as the fund holds a limited number of securities
  • Potential for higher volatility compared to a more diversified fund
  • Reliance on the investment manager's ability to identify promising growth companies
  • No performance history available to evaluate the fund's long-term track record

👤 Best For

This ETF may be suitable for investors seeking exposure to a concentrated portfolio of growth-oriented equities as part of a diversified investment strategy. It may be most appropriate for investors with a higher risk tolerance and a longer-term investment horizon who are comfortable with the fund's concentrated nature and lack of performance history.