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ADOCX vs ADMQX
Both ADMQX and ADOCX are mutual funds. ADMQX has a lower 5-year return than ADOCX (4.29% vs 14.98%). ADMQX has a higher expense ratio than ADOCX (1.79% vs 1.68%). Below is the comparison between ADMQX and ADOCX.
| ADMQX | ADOCX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Alternative: Long-Short Equity | Alternative: Long-Short Equity |
| Family | 361 Funds | Alger |
| Net Assets | $2.40M | $14.50M |
| Expense Ratio | 1.79% | 1.68% |
| Management Style | active | active |
| Dividend Yield | 0.00% | 0.00% |
| Minimum Investment | $3,000.00 | $1,000.00 |
| YTD Return | -0.49% | 6.39% |
| 1-Year Return | -1.46% | 4.31% |
| 3-Year Return | 1.99% | 19.30% |
| 5-Year Return | 4.29% | 14.98% |
| 10-Year Return | N/A | 8.58% |
ADMQX description
The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of the value of its net assets in equity securities such as common stocks, warrants and rights of issuers that are organized in the United States and the securities of which are principally traded on a major U.S. exchange.
ADMQX performance & returns
| YTD Return | -0.49% |
| 1-Month Return | 4.42% |
| 3-Month Return | -1.46% |
| 1-Year Return | -1.46% |
| 3-Year Return | 1.99% |
| 5-Year Return | 4.29% |
| 10-Year Return | N/A |
ADMQX expense ratio is 1.79%.
ADMQX holdings
Top 10 Holdings (40.10% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Umb Money Mkt Fd | N/A | 22.76% |
| Apple Inc | AAPL | 2.64% |
| Microsoft Corp | MSFT | 2.54% |
| Amazon.com Inc | AMZN | 2.35% |
| Verizon Communications Inc | VZ | 1.78% |
| Merck & Co Inc | MRK | 1.73% |
| West Pharmaceutical Services Inc | WST | 1.69% |
| Pfizer Inc | PFE | 1.67% |
| Spotify Technology SA | SPOT | 1.51% |
| Advanced Micro Devices Inc | AMD | 1.43% |
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ADOCX description
The Fund seeks long-term capital appreciation with emphasis on risk-adjusted returns and lower volatility. The Fund invests primarily in US and foreign equity securities (i.e., taking long positions). The Fund also identifies securities that it believes will underperform and will sell these securities short.
ADOCX performance & returns
| YTD Return | 6.39% |
| 1-Month Return | 5.43% |
| 3-Month Return | 4.31% |
| 1-Year Return | 4.31% |
| 3-Year Return | 19.30% |
| 5-Year Return | 14.98% |
| 10-Year Return | 8.58% |
ADOCX expense ratio is 1.68%.
ADOCX holdings
Top 10 Holdings (25.56% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Chegg Inc | CHGG | 4.14% |
| Nevro Corp | NVRO | 3.40% |
| Wayfair Inc Class A | W | 3.29% |
| FirstService Corp | FSV.TO | 2.54% |
| Paylocity Holding Corp | PCTY | 2.38% |
| Progyny Inc | PGNY | 2.27% |
| TransDigm Group Inc | TDG | 2.06% |
| Apple Inc | AAPL | 1.94% |
| Insulet Corp | PODD | 1.82% |
| Waste Connections Inc | WCN.TO | 1.72% |
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