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Upturn AI SWOT - About
The Alger ETF Trust (AWEG)
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Upturn Advisory Summary
10/24/2025: AWEG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star 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 21.84% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.53 - 27.05 | Updated Date 06/30/2025 |
52 Weeks Range 19.53 - 27.05 | Updated Date 06/30/2025 |
Upturn AI SWOT
The Alger ETF Trust
ETF Overview
Overview
The Alger ETF Trust comprises several actively managed ETFs focused on growth-oriented investments. The Trust aims to provide investors with exposure to innovative and disruptive companies with strong earnings growth potential.
Reputation and Reliability
Alger has a long-standing reputation in growth equity investing, known for its focus on identifying companies with accelerating revenue growth.
Management Expertise
Alger's management team has extensive experience in growth stock investing, utilizing a fundamental research-driven approach to stock selection.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in growth-oriented companies.
Investment Approach and Strategy
Strategy: The ETFs are actively managed, focusing on companies with accelerating revenue growth and strong earnings potential rather than tracking a specific index.
Composition The ETFs typically hold a concentrated portfolio of growth stocks across various sectors.
Market Position
Market Share: Varies depending on the specific ETF within the Alger ETF Trust and its targeted sector.
Total Net Assets (AUM): Varies depending on the specific ETF within the Alger ETF Trust.
Competitors
Key Competitors
- ARKG
- ARKK
- VUG
- IWF
- QQQ
Competitive Landscape
The ETF industry is highly competitive. Alger's competitive advantage lies in its focused growth investment style and active management, although it competes with larger, more established passively managed ETFs. Alger faces disadvantages due to higher expense ratios relative to passive ETFs and potential underperformance relative to benchmarks.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Varies depending on the specific ETF and its investment mandate.
Expense Ratio: Varies depending on the specific ETF within the Alger ETF Trust.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF, with larger, more established ETFs exhibiting higher liquidity.
Bid-Ask Spread
Bid-ask spread depends on trading volume and market conditions and should be evaluated on a per-ETF basis.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological innovation, and investor sentiment can all impact the performance of Alger ETFs.
Growth Trajectory
Growth trends depend on the performance of the underlying growth stocks selected by the active management team.
Moat and Competitive Advantages
Competitive Edge
Alger's competitive edge lies in its well-established focus on growth investing and its proprietary research process. The active management approach allows for dynamic portfolio adjustments based on market conditions and company-specific developments. This proactive approach differentiates it from passive index funds. Their focused investment style targets companies with accelerating revenue growth, potentially leading to higher returns compared to broad market indices.
Risk Analysis
Volatility
Varies depending on the specific ETF and the volatility of its underlying holdings.
Market Risk
Alger ETFs are subject to market risk, including the risk of declines in the value of their underlying holdings due to economic downturns, industry-specific factors, or company-specific events.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to growth stocks and willing to accept higher risk in pursuit of potentially higher returns. They should understand the active management and focused nature of the Alger ETFs.
Market Risk
Best suited for long-term investors with a higher risk tolerance seeking capital appreciation through growth stocks.
Summary
The Alger ETF Trust offers actively managed ETFs focused on growth-oriented companies. Alger distinguishes itself through a focus on companies exhibiting accelerating revenue growth. As actively managed funds, they carry higher expense ratios but offer dynamic adjustments based on market insights. They are more suitable for investors with a higher risk tolerance who seek long-term capital appreciation from growth stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Alger ETF Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 The Alger ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance ("ESG") rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency, at the time of purchase. Under normal circumstances, 80% of companies in the fund"s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.