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Upturn AI Summary
Alger 35 ETF(ATFV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ATFV
10/28/2026: ATFV (2-star) is currently NOT-A-BUY. Pass it for now.
The Alger 35 ETF (ATFV) provides concentrated, active exposure to roughly 35 growth-oriented stocks chosen through fundamental research. Its primary strength lies in its high-conviction strategy, which aims to outperform broader indices by focusing exclusively on top growth ideas. It is best used as a satellite position within a diversified portfolio for investors seeking capital appreciation. Key risks include higher volatility from its concentrated nature, exposure to growth-sector sensitivity, and a higher expense ratio compared to passive peers. It is most suitable for investors who believe in the efficacy of active management and are prepared for the inherent price swings of a growth-focused strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's core mission is identifying and capturing growth from a select group of high-potential companies. |
| Momentum investor | Strong fit while signal remains positive | The concentrated nature of the fund allows it to capture significant alpha when momentum is favoring high-growth sectors. |
| Value investor | Weak fit | The strategy prioritizes high-growth prospects over valuation-based metrics. |
| Dividend/Income investor | Weak fit | This is a capital appreciation fund that does not focus on dividend yield. |
| Low-risk investor | Weak fit | Concentration and a growth-only focus lead to higher volatility than broad market alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual with a high risk tolerance and a long-term time horizon.
Suitability
ATFV is best suited for long-term investors looking to complement a core passive portfolio with an active, high-conviction growth strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated portfolio increases sensitivity to individual stock price swings. |
| Market risk | Medium / high | As a growth-oriented equity fund, it is vulnerable to overall equity market downturns. |
| Concentration | High | With only 35 holdings, the fund is significantly impacted by the performance of any single security. |
| Tracking/expense | Medium | Active management entails higher expense ratios compared to passive alternatives. |
| Liquidity | Medium | Lower trading volume in specific holdings could impact execution during market volatility. |
| Business/sector quality | Medium | Reliance on specific growth sectors creates risk if those sectors fall out of favor. |
Risk Analysis
Volatility
ATFV exhibits high volatility due to its concentrated portfolio, as the success or failure of individual holdings has a magnified impact on NAV.
Market Risk
The fund is subject to systemic market risk, particularly the cyclical nature of growth stocks, which are sensitive to economic and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap Growth Equities | 85 | The fund focuses on established companies with high growth potential. |
| Market capitalization | Mid-cap Growth Equities | 10 | These holdings provide exposure to smaller, faster-growing businesses. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for operational needs and tactical flexibility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 77.46% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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