ALGE
Alger Mid Cap 40 ETF · Fred Alger Management
US Broad Market
1Y Return
+18.4%
Expense Ratio
0.60%
AUM
$0.22B
Dividend Yield
0.42%
Avg Annual Growth (Since Inception)
+5.8%
Issuer
Fred Alger Management

Overview

Actively managed mid-cap growth ETF from Fred Alger Management. 40 high-conviction mid-cap companies with above-average earnings growth potential. Alger's proprietary growth research drives stock selection.

Top Holdings

TickerHoldingWeight
AXONAxon Enterprise4.8%
MEDPMedpace Holdings4.4%
CYBRCyberArk Software4.2%
DUOLDuolingo Inc.3.8%
CELHCelsius Holdings3.6%
GLBEGlobal-E Online3.4%
PCVXVaxcyte Inc.3.2%
DDOGDatadog Inc.3.2%
SAIASaia Inc.3.0%
FTITechnipFMC2.8%

Fund Details

Strategy
Active — Mid Cap Growth
# Holdings
~40
Inception
Oct 2020
Exchange
NYSE Arca
Structure
Open-End Fund
Distribution
Annual
Avg Annual Growth (Since Inception)
+5.8%
Avg Annual Yield (Since Inception)
0.42%

Investment Thesis

ALGE applies Fred Alger Management's 60+ year growth investing heritage to a concentrated 40-stock mid-cap portfolio. Alger's research process seeks companies with dynamic change catalysts — businesses undergoing positive transformation through new products, regulatory changes, or market share shifts. Mid-cap companies represent the sweet spot of growth potential: large enough to have proven business models and access to capital, yet small enough that the market has not fully priced in their long-term growth trajectories. The 40-stock concentration reflects Alger's highest-conviction ideas.

Who It's For

Investors seeking active mid-cap growth exposure with a concentrated high-conviction portfolio managed by a firm with a long track record in growth investing. ALGE suits those who believe active stock selection can add value in the mid-cap growth space where analyst coverage is thinner and mispricing opportunities more abundant than in large-cap markets. The 0.60% expense ratio reflects active management costs that must be weighed against the potential for alpha generation.

10-Year History

Annual Closing Price
YearClose% Chg
2016----
2017----
2018----
2019----
2020----
2021$24.82--
2022$18.42-25.8%
2023$22.42+21.7%
2024$24.42+8.9%
2025$28.86+18.2%
Annual Dividend Yield
YearYield
2016--
2017--
2018--
2019--
2020--
20210.42%
20220.48%
20230.42%
20240.38%
20250.42%
Annual AUM
YearAUM% Chg
2016----
2017----
2018----
2019----
2020----
2021$0.1B--
2022$0.1B0.0%
2023$0.1B0.0%
2024$0.2B+100.0%
2025$0.18B-10.0%

Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.

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