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ALMAX vs FRSGX

Both ALMAX and FRSGX are mutual funds. ALMAX has a higher 5-year return than FRSGX (26.53% vs 21.14%). ALMAX has a higher expense ratio than FRSGX (1.27% vs 0.87%). Below is the comparison between ALMAX and FRSGX.

ALMAX FRSGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Franklin Templeton Investments
Net Assets $228.50M $4.06B
Expense Ratio 1.27% 0.87%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 7.25% 5.51%
1-Year Return 3.88% 3.52%
3-Year Return 24.10% 23.76%
5-Year Return 26.53% 21.14%
10-Year Return 16.42% 14.86%

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 7.25%
1-Month Return 9.28%
3-Month Return 3.88%
1-Year Return 3.88%
3-Year Return 24.10%
5-Year Return 26.53%
10-Year Return 16.42%
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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FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return 5.51%
1-Month Return 6.17%
3-Month Return 3.52%
1-Year Return 3.52%
3-Year Return 23.76%
5-Year Return 21.14%
10-Year Return 14.86%
FRSGX expense ratio is 0.87%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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