Alger Balanced PortfolioABLOX
Type
Mutual fund
Peer group
Allocation
Net assets
$64.2M
Expense ratio
0.94%
1-year return
+17.4%
3 years, a year
+9.1%
5 years, a year
+5.4%
Holdings
112
What it aims to do.
Alger Balanced Portfolio seeks current income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 5.26% |
| MSFT Microsoft Corp. | 5.01% |
| AVGO Broadcom Inc | 4.64% |
| KLAC KLA Corp. | 4.07% |
| GOOGL Alphabet Inc. | 3.41% |
| JPM JPMorgan Chase & Co. | 2.67% |
| GOOG Alphabet Inc. | 2.63% |
| MS Morgan Stanley | 2.00% |
| AMZN Amazon.com, Inc. | 1.97% |
| Dreyfus Treasury Obligations Cash Management | 1.95% |
More on ABLOX.
- ABLOX overview
- ABLOX holdings
- ABLOX risk
- ABLOX costs
- ABLOX money in and out
- ABLOX share classes
- Compare ABLOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.