PGNY - Alger Weatherbie Specialized Growth Fund Q1 2025 Commentary
2025-05-26 00:37:00 ET
Summary
- Class A shares of the Alger Weatherbie Specialized Growth Fund underperformed the Russell 2500 Growth Index during the first quarter of 2025.
- During the first quarter of 2025, the largest portfolio sector weightings were Health Care and Industrials.
- In the first quarter of 2025, U.S. equities experienced heightened volatility, driven by evolving fiscal, monetary, and trade policies.
Average Annual Total Returns (%) (as of 3/31/25)
QTR |
YTD |
1 Year |
3 Years |
5 Years |
10 Years |
Since Inception |
Class A (Incepted 5/8/02) Without Sales Charge |
-15.07 |
-15.07 |
-6.88 |
-7.57 |
6.21 |
6.77 |
8.08 |
With Sales Charge |
-19.54 |
-19.54 |
-11.76 |
-9.23 |
5.08 |
6.19 |
7.83 |
Russell 2500 Growth Index |
-10.80 |
-10.80 |
-6.37 |
0.55 |
11.37 |
7.44 |
(Since 5/08/02) 8.79 |