9 important things you should know about Alger AHSAX mutual fund
Updated: November 29, 2021
Bull case
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
Bear case
Low net assets
3-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for AHSAX “stock” price, you can quickly find it out by visiting Finny and typing "AHSAX quote". If you’re looking for a quick scoop on AHSAX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AHSAX". You’ll get all this info in one place.

Are you looking to buy or sell AHSAX? Or perhaps you’re looking for AHSAX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AHSAX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AHSAX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AHSAX buy or sell; the pros and cons of investing in AHSAX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AHSAX.

And here is the list of questions we’ll answer:

  1. Describe Alger Funds: Alger Health Sciences Fund; Class A Shares (AHSAX).
  2. What are AHSAX holdings?
  3. What is AHSAX performance? What are AHSAX historical returns?
  4. What is AHSAX dividend yield?
  5. What is AHSAX minimum initial investment amount?
  6. Does AHSAX have any sales loads or 12b-1 distribution expenses?
  7. What is AHSAX Finny Score? AHSAX buy or sell?
  8. What are the pros of investing in AHSAX? What are AHSAX buy reasons?
  9. What are the cons of investing in AHSAX? What are AHSAX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Alger Funds: Alger Health Sciences Fund; Class A Shares (AHSAX).

2. What are AHSAX top holdings?

AHSAX has 79 stock holdings and 0 bond holdings.

The top 10 holdings represent 32.60% of total assets. Here are the top holdings:

Name Symbol % Assets
UnitedHealth Group Inc UNH 4.52%
Thermo Fisher Scientific Inc TMO 3.97%
DexCom Inc DXCM 3.69%
Danaher Corp DHR 3.65%
Vertex Pharmaceuticals Inc VRTX 3.39%
Abbott Laboratories ABT 3.28%
Eli Lilly and Co LLY 3.18%
Sarepta Therapeutics Inc SRPT 2.37%
Regeneron Pharmaceuticals Inc REGN 2.33%
AstraZeneca PLC ADR AZN.L 2.22%

3. What is AHSAX performance? What are AHSAX historical returns?

AHSAX has generated the following returns:

  • 1-month return is -7.14%;
  • 3-month return is -7.17%;
  • 1-year return is -7.17%;
  • 3-year return is 15.98%;
  • 5-year return is 21.04%;
  • 10-year return is 16.92%;
  • 15-year return is 11.95%.

4. What is AHSAX dividend yield?

AHSAX yield is 0%.

5. What is AHSAX minimum initial investment amount?

AHSAX minimum initial investment amount is $1.00K.

6. Does AHSAX have any sales loads or 12b-1 distribution expenses?

AHSAX 12b-1 distribution fee is 0.25. AHSAX front-end sales load is 5.25. AHSAX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 43. Our quantitative analysis shows 3 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 43.

8. What are the pros of investing in AHSAX? What are AHSAX buy reasons?

The following are AHSAX strengths from our perspective:

  • AHSAX 5-year return is 21.04%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 17.9%.
  • AHSAX 10-year return is 16.92%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 17.09%.
  • AHSAX 15-year return is 11.95%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.48%.

9. What are the cons of investing in AHSAX? What are AHSAX negatives?

The following are AHSAX weaknesses from our perspective:

  • AHSAX net assets are $151.50 million. This fund is not a popular choice with retail investors.
  • AHSAX 3-year return is 15.98%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 21.93%.
  • AHSAX expense ratio is 1.04%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the AHSAX review, we covered AHSAX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.