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ALZFX Alger Capital Appreciation Focus Z

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Fund ALZFX Alger Capital Appreciation Focus Z MTUM iShares Edge MSCI USA Momentum Factor VOOG Vanguard S&P 500 Growth ETF  
100% 91% 90%
Annual Fees
(0.95% Exp. Ratio)
(0.15% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,950.30 $49,581.37 $49,581.37
Est. savings over 30 yrs +$10,631.07 +$10,631.07
As of 9/30/16
1 YR RETURN 12.14%
3 YR 12.20%
5 YR 15.47%
10 YR 7.13%
1 YR RETURN 14.79%
3 YR 14.12%
5 YR --
10 YR --
1 YR RETURN 14.59%
3 YR 12.60%
5 YR 16.65%
10 YR --
The investment seeks long-term capital appreciation. The advisor intends to invest a substantial portion of its assets in a small number of issuers, and may focus its holdings in fewer business sectors or industries. Generally, the fund will hold approximately 50 securities. The number of securities held by the fund may occasionally exceed this range for a variety of reasons.
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth stocks in the United States.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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