Nasdaq - Delayed Quote USD
Alger Responsible Investing Z (ALGZX)
18.57
-0.16
(-0.85%)
At close: 8:00:05 PM EDT
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance ("ESG") rating of average or above by a third-party ESG rating agency (an “ESG Rating Agency”) that also demonstrate, in the view of the Manager, promising growth potential.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -0.53% |
| 5y Average Return | 14.28% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ALGZX | Category Average | ALGZX | Category Average | ALGZX | Category Average | |
| Alpha | -1.38 | 0.03 | -3.64 | 0.04 | -0.56 | 0.01 |
| BETA | 1.14 | 0.01 | 1.16 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.06 | 0.02 | 1.19 | 0.02 | 1.09 | 0.01 |
| R-squared | 90.97 | 0.89 | 90.91 | 0.87 | 90.22 | 0.87 |
| Standard Deviation | 19.65 | 0.2 | 19.68 | 0.16 | 17.46 | 0.15 |
| Sharpe Ratio | 0.41 | 0.01 | 0.58 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | 5.79 | 0.21 | 8.86 | 0.21 | 9.51 | 0.15 |
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