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ATFV
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Alger 35 ETF (ATFV)

Upturn stock ratingUpturn stock rating
$32.35
Last Close (24-hour delay)
Profit since last BUY33.95%
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Consider higher Upturn Star rating
BUY since 69 days
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Upturn Advisory Summary

08/14/2025: ATFV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Alger 35 ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Alger has a long-standing reputation in growth investing. They are known for their active management and research-driven approach.

reliability logo Management Expertise

Alger's management team has extensive experience in identifying and investing in growth stocks.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.