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ALMAX vs TWHIX

Both ALMAX and TWHIX are mutual funds. ALMAX has a higher 5-year return than TWHIX (26.53% vs 19.08%). ALMAX has a higher expense ratio than TWHIX (1.27% vs 1%). Below is the comparison between ALMAX and TWHIX.

ALMAX TWHIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger American Century Investments
Net Assets $228.50M $4.82B
Expense Ratio 1.27% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 7.25% 4.56%
1-Year Return 3.88% 2.15%
3-Year Return 24.10% 21.06%
5-Year Return 26.53% 19.08%
10-Year Return 16.42% 13.99%

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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TWHIX description

The Fund seeks long-term capital growth by investing in companies whose earnings and revenues are growing at an accelerated rate. Firms exhibiting these accelerated rates will, in the view of Fund Management, have a greater potential of increasing in value over the long-term.

TWHIX performance & returns

YTD Return 4.56%
1-Month Return 4.60%
3-Month Return 2.15%
1-Year Return 2.15%
3-Year Return 21.06%
5-Year Return 19.08%
10-Year Return 13.99%
TWHIX expense ratio is 1%.

TWHIX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Xilinx Inc XLNX 3.00%
Cadence Design Systems Inc CDNS 2.98%
Chipotle Mexican Grill Inc Class A CMG 2.53%
Cognex Corp CGNX 2.40%
Veeva Systems Inc Class A VEEV 2.31%
Square Inc A SQ 2.07%
Skyworks Solutions Inc SWKS 2.04%
Teleflex Inc TFX 2.01%
Align Technology Inc ALGN 1.99%
Splunk Inc SPLK 1.93%

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