Alger Small Cap Focus Z
AGOZX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Daniel C. Chung
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10010 New York NY United States of America 10004
- IPO Date
- Dec 29, 2010
- CIK
- 0000003521
- Website
- alger.com
- Similar Companies
- Business
- Alger Small Cap Focus Fund (AGOZX) is an open-end mutual fund managed by Fred Alger Management, LLC that seeks long-term capital appreciation by investing at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap growth companies within the market capitalization range of the Russell 2000 Growth Index. The fund employs a focused, high-conviction strategy with a portfolio of approximately 50 holdings, emphasizing companies undergoing positive dynamic change as identified through fundamental research; key sectors include healthcare, industrials, and technology, with top holdings such as Natera Inc., RBC Bearings Inc., and Pros Holdings Inc. It offers Class Z shares with an institutional minimum initial investment of $500,000, a net expense ratio of 0.88-0.89%, and is available to U.S. investors through platforms including E*TRADE, Schwab, Fidelity, and Vanguard. Fred Alger Management, LLC, the fund's investment adviser, founded in 1964 and headquartered at 360 Park Avenue South in New York, NY, is a pioneer in growth-style investment management with approximately $22 billion in assets under management. The firm maintains affiliate offices in Boston and London and provides growth equity strategies across mutual funds, ETFs, and separate accounts targeting institutional and individual investors focused on U.S. and non-U.S. growth opportunities. The Alger Small Cap Focus Fund launched on December 29, 2010, with Amy Y. Zhang assuming portfolio management responsibilities on February 12, 2015, bringing her expertise from prior focused growth strategies. In recent years, Alger has pursued strategic expansions including the acquisition of Redwood Investments, LLC in 2024, which became a wholly-owned subsidiary and sub-advisor for international and emerging markets funds, enhancing global growth equity capabilities. Additional developments encompass the launch of the Alger International Small Cap Fund (AFAIX) in 2025 to capitalize on international small-cap momentum and adjustments to expense ratios on certain share classes of Alger Focus funds in July 2024, with Morningstar Analyst Ratings retained. These initiatives reflect Alger's ongoing commitment to broadening its high-conviction growth product lineup amid evolving market dynamics.