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ALMAX vs HFMIX

Both ALMAX and HFMIX are mutual funds. ALMAX has a higher 5-year return than HFMIX (25.02% vs 16.33%). ALMAX has a higher expense ratio than HFMIX (1.27% vs 0.87%). Below is the comparison between ALMAX and HFMIX.

ALMAX HFMIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Hartford Mutual Funds
Net Assets $236.70M $4.80B
Expense Ratio 1.27% 0.87%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $2,000.00
YTD Return 4.15% 5.94%
1-Year Return -1.04% -3.36%
3-Year Return 22.35% 13.48%
5-Year Return 25.02% 16.33%
10-Year Return 15.51% 13.95%

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 4.15%
1-Month Return -2.46%
3-Month Return -1.04%
1-Year Return -1.04%
3-Year Return 22.35%
5-Year Return 25.02%
10-Year Return 15.51%
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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HFMIX description

The Fund seeks to achieve long-term capital growth by investing primarily in high-quality U.S. companies with market capitalizations within the range represented by the Standard & Poor's MidCap 400 Index.

HFMIX performance & returns

YTD Return 5.94%
1-Month Return -0.87%
3-Month Return -3.36%
1-Year Return -3.36%
3-Year Return 13.48%
5-Year Return 16.33%
10-Year Return 13.95%
HFMIX expense ratio is 0.87%.

HFMIX holdings

Top 10 Holdings (18.51% of Total Assets)

Name Symbol % Assets
II-VI Inc IIVI 2.17%
Ingersoll Rand Inc IR 2.09%
Genpact Ltd G.BO 2.06%
First Solar Inc FSLR 1.83%
Hill-Rom Holdings Inc HRC 1.78%
NVR Inc NVR 1.77%
Lumentum Holdings Inc LITE 1.76%
WEX Inc WEX 1.69%
Etsy Inc ETSY 1.69%
IDEX Corp IEX 1.67%

Other relevant HFMIX comparisons

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