ALMCX vs CIPIX

Both ALMCX and CIPIX are mutual funds. ALMCX has a higher 5-year return than CIPIX (23.15% vs 20%). ALMCX has a higher expense ratio than CIPIX (2.03% vs 0.86%). Below is the comparison between ALMCX and CIPIX.

ALMCX 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 $103.30M $7.18B
Expense Ratio 2.03% 0.86%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $1,000,000.00
YTD Return 5.86% 21.51%
1-Year Return -4.62% 1.48%
3-Year Return 28.15% 23.11%
5-Year Return 23.15% 20.00%
10-Year Return 17.25% 18.10%

ALMCX description

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

ALMCX performance & returns

YTD Return 5.86%
1-Month Return -9.69%
3-Month Return -4.62%
1-Year Return -4.62%
3-Year Return 28.15%
5-Year Return 23.15%
10-Year Return 17.25%
ALMCX expense ratio is 2.03%.

ALMCX 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 21.51%
1-Month Return -2.28%
3-Month Return 1.48%
1-Year Return 1.48%
3-Year Return 23.11%
5-Year Return 20.00%
10-Year Return 18.10%
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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