ALMAX vs CIPIX

Both ALMAX and CIPIX are mutual funds. ALMAX has a higher 5-year return than CIPIX (28.09% vs 21.52%). ALMAX has a higher expense ratio than CIPIX (1.27% vs 0.86%). Below is the comparison between ALMAX and CIPIX.

ALMAX CIPIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Champlain Funds
Net Assets $242.00M $6.75B
Expense Ratio 1.27% 0.86%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $1,000,000.00
YTD Return 17.69% 24.81%
1-Year Return 9.40% 7.48%
3-Year Return 30.27% 25.11%
5-Year Return 28.09% 21.52%
10-Year Return 18.68% 17.71%

ALMAX description

The Fund seeks long-term capital appreciation by investing primarily in companies with market capitalizations between $500 million and $10 billion.

ALMAX performance & returns

YTD Return 17.69%
1-Month Return 0.20%
3-Month Return 9.40%
1-Year Return 9.40%
3-Year Return 30.27%
5-Year Return 28.09%
10-Year Return 18.68%
ALMAX expense ratio is 1.27%.

ALMAX holdings

Top 10 Holdings (45.30% of Total Assets)

Name Symbol % Assets
FirstService Corp FSV.TO 5.98%
Chegg Inc CHGG 5.41%
Nevro Corp NVRO 5.32%
Paylocity Holding Corp PCTY 5.17%
Progyny Inc PGNY 4.42%
Casella Waste Systems Inc Class A CWST 4.12%
Insulet Corp PODD 4.11%
Everbridge Inc EVBG 3.92%
Ollie's Bargain Outlet Holdings Inc OLLI 3.79%
ACADIA Pharmaceuticals Inc ACAD 3.06%

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CIPIX description

The Fund seeks capital appreciation. The Fund seeks to invest under normal conditions, at least 80% of its net assets in securities of medium-sized companies, and to a lesser extent small and large sized companies, which have attractive long term fundamentals, superior appreciation potential and attractive valuations.

CIPIX performance & returns

YTD Return 24.81%
1-Month Return 2.29%
3-Month Return 7.48%
1-Year Return 7.48%
3-Year Return 25.11%
5-Year Return 21.52%
10-Year Return 17.71%
CIPIX expense ratio is 0.86%.

CIPIX holdings

Top 10 Holdings (29.40% of Total Assets)

Name Symbol % Assets
Goldman Sachs FS Treasury Intms Instl FTIXX 4.53%
Fortive Corp FTV 2.92%
ServiceNow Inc NOW 2.91%
AMETEK Inc AME 2.83%
Workday Inc Class A WDAY 2.80%
Veeva Systems Inc Class A VEEV 2.78%
Arthur J. Gallagher & Co AJG 2.73%
Everest Re Group Ltd RE 2.68%
Splunk Inc SPLK 2.67%
Bio-Techne Corp TECH 2.55%

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