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SPEDX vs ADMZX

Both ADMZX and SPEDX are mutual funds. ADMZX has a lower 5-year return than SPEDX (5.51% vs 15.66%). ADMZX has a higher expense ratio than SPEDX (1.51% vs 0.92%). Below is the comparison between ADMZX and SPEDX.

ADMZX SPEDX
Security Type ETF ETF
Segment Alternative: Long-Short Equity Alternative: Long-Short Equity
Family 361 Funds Alger
Net Assets $5.90M $87.50M
Expense Ratio 1.51% 0.92%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $2,500.00 $1,000.00
YTD Return 4.55% 4.72%
1-Year Return 5.99% -2.23%
3-Year Return 4.09% 17.52%
5-Year Return 5.51% 15.66%
10-Year Return N/A 9.29%

ADMZX description

The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of the value of its net assets in equity securities such as common stocks, warrants and rights of issuers that are organized in the United States and the securities of which are principally traded on a major U.S. exchange.

ADMZX performance & returns

YTD Return 4.55%
1-Month Return 6.10%
3-Month Return 5.99%
1-Year Return 5.99%
3-Year Return 4.09%
5-Year Return 5.51%
10-Year Return N/A
ADMZX expense ratio is 1.51%.

ADMZX holdings

Top 10 Holdings (40.10% of Total Assets)

Name Symbol % Assets
Umb Money Mkt Fd N/A 22.76%
Apple Inc AAPL 2.64%
Microsoft Corp MSFT 2.54%
Amazon.com Inc AMZN 2.35%
Verizon Communications Inc VZ 1.78%
Merck & Co Inc MRK 1.73%
West Pharmaceutical Services Inc WST 1.69%
Pfizer Inc PFE 1.67%
Spotify Technology SA SPOT 1.51%
Advanced Micro Devices Inc AMD 1.43%

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SPEDX description

The Fund seeks long-term capital appreciation with emphasis on risk-adjusted returns and lower volatility. The Fund invests primarily in US and foreign equity securities (i.e., taking long positions). The Fund also identifies securities that it believes will underperform and will sell these securities short.

SPEDX performance & returns

YTD Return 4.72%
1-Month Return -1.83%
3-Month Return -2.23%
1-Year Return -2.23%
3-Year Return 17.52%
5-Year Return 15.66%
10-Year Return 9.29%
SPEDX expense ratio is 0.92%.

SPEDX holdings

Top 10 Holdings (25.56% of Total Assets)

Name Symbol % Assets
Chegg Inc CHGG 4.14%
Nevro Corp NVRO 3.40%
Wayfair Inc Class A W 3.29%
FirstService Corp FSV.TO 2.54%
Paylocity Holding Corp PCTY 2.38%
Progyny Inc PGNY 2.27%
TransDigm Group Inc TDG 2.06%
Apple Inc AAPL 1.94%
Insulet Corp PODD 1.82%
Waste Connections Inc WCN.TO 1.72%

Other relevant SPEDX comparisons

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