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Alger 35 ETF (ATFV)



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Upturn Advisory Summary
08/14/2025: ATFV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 86% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.24 | 52 Weeks Range 18.01 - 29.39 | Updated Date 06/29/2025 |
52 Weeks Range 18.01 - 29.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
Alger 35 ETF
ETF Overview
Overview
The Alger 35 ETF (ATFV) focuses on growth companies with high potential. It aims to deliver concentrated exposure to Alger's top conviction picks. The fund primarily invests in US equities, particularly those exhibiting strong growth characteristics.
Reputation and Reliability
Alger has a long-standing reputation in growth investing. They are known for their active management and research-driven approach.
Management Expertise
Alger's management team has extensive experience in identifying and investing in growth stocks.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a concentrated portfolio of growth companies.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting 35 of Alger's highest conviction growth stocks.
Composition The ETF primarily holds US equities, specifically those identified as high-growth opportunities.
Market Position
Market Share: ATFV has a relatively small market share as a focused, actively managed growth ETF.
Total Net Assets (AUM): 57.27
Competitors
Key Competitors
- QQQ
- VUG
- IWF
- MGK
Competitive Landscape
The ETF industry for growth stocks is highly competitive. ATFV distinguishes itself through its concentrated portfolio and active management by Alger. It's smaller size means it can be more nimble, but it also has higher concentration risk and may have lower liquidity compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance is not readily available in a structured format. Refer to financial websites for detailed historical data.
Benchmark Comparison: Performance should be compared to a broad growth index like the Russell 1000 Growth Index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume is moderate, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread is usually around $0.05, reflecting the fund's relative liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and technology sector trends influence the ETF's performance.
Growth Trajectory
The fund's growth depends on the performance of its selected growth stocks and Alger's ability to identify winning companies. Adjustments to the 35 stock selection should be monitored.
Moat and Competitive Advantages
Competitive Edge
Alger 35 ETF benefits from Alger's focused growth investment strategy and active management. Its concentrated portfolio allows for higher potential returns. The ETF's success hinges on the ability of Alger's investment team to consistently identify and select high-growth companies. ATFV is different from passive growth ETF's because of its active fund managers.
Risk Analysis
Volatility
The ETF is expected to have higher volatility due to its concentrated portfolio and focus on growth stocks.
Market Risk
The ETF is exposed to market risk, sector-specific risk (technology), and concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation and willing to accept higher volatility.
Market Risk
The ETF is more suitable for long-term investors and those comfortable with active management and concentration risk.
Summary
The Alger 35 ETF offers a concentrated portfolio of high-growth companies selected by Alger's experienced investment team. It aims for long-term capital appreciation, but with higher volatility. This ETF is suitable for investors seeking active growth exposure and are comfortable with the associated risks. The smaller assets under management indicate this may not be a mainstream ETF and thus not be as widely popular as some of its competitors, but it does benefit from active management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- alger.com
- etf.com
- Morningstar
Disclaimers:
Data is based on available information and may not be entirely up-to-date. Investment decisions should be made after consulting with a financial advisor and conducting thorough research.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alger 35 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund invests in a stock portfolio of approximately 35 equity securities of companies of any market capitalization that the Manager believes are undergoing Positive Dynamic Change. The fund focuses its investments in technology companies, including companies benefiting from technological improvements, advancements or developments. The fund is non-diversified.

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