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AWEG
Upturn stock ratingUpturn stock rating

The Alger ETF Trust (AWEG)

Upturn stock ratingUpturn stock rating
$23.29
Last Close (24-hour delay)
Profit since last BUY0.61%
upturn advisory
SELL
SELL since 3 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

08/14/2025: AWEG (1-star) is a SELL. SELL since 3 days. Profits (0.61%). Updated daily EoD!

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 21.84%
Avg. Invested days 76
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 4.0
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 -
52 Weeks Range 19.53 - 27.05
Updated Date 06/30/2025
52 Weeks Range 19.53 - 27.05
Updated Date 06/30/2025

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The Alger ETF Trust

stock logo

ETF Overview

overview logo Overview

The Alger ETF Trust offers actively managed ETFs focused on growth-oriented strategies across various sectors. It aims to deliver superior returns by leveraging Alger's research-driven investment approach and targeting companies with dynamic growth potential.

reliability logo Reputation and Reliability

Alger has a long-standing history in investment management, known for its growth-oriented strategies. However, past performance does not guarantee future results.

reliability logo Management Expertise

The management team consists of experienced investment professionals with expertise in growth investing and sector analysis.

Investment Objective

overview logo Goal

To achieve long-term capital appreciation by investing in companies with above-average growth potential.

Investment Approach and Strategy

Strategy: Actively managed, focusing on growth stocks across sectors.

Composition Primarily holds stocks of companies exhibiting strong growth characteristics.

Market Position

Market Share: Insufficient data to provide an exact market share.

Total Net Assets (AUM): Insufficient data to provide the exact AUM.

Competitors

overview logo Key Competitors

  • ARKK
  • VUG
  • IWF
  • QQQ

Competitive Landscape

The ETF industry is highly competitive. The Alger ETF Trust competes with both passively managed index funds and other actively managed ETFs. Its advantage lies in its active management approach and focus on growth companies, but this also carries higher risk and expenses compared to passive strategies.

Financial Performance

Historical Performance: Insufficient data to provide precise figures. Requires specific ETF symbol and time frame.

Benchmark Comparison: Performance will vary based on the specific Alger ETF. Benchmarks typically include growth-oriented indices like the Russell 1000 Growth Index.

Expense Ratio: Specific expense ratio depends on the particular Alger ETF.

Liquidity

Average Trading Volume

Average trading volume depends on the specific Alger ETF, and further data is needed to supply a useful figure.

Bid-Ask Spread

Bid-ask spread also depends on the specific Alger ETF and real-time market conditions. It is often a small percentage of the share price.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market sentiment significantly impact the performance of the Alger ETF Trust. Rising interest rates, inflation, and geopolitical events may influence the value of growth stocks.

Growth Trajectory

Growth trends depend on the specific ETF and its holdings. Changes in strategy and holdings are subject to the fund's investment objectives and market conditions.

Moat and Competitive Advantages

Competitive Edge

The Alger ETF Trust leverages Alger's well-established research capabilities and growth-oriented investment philosophy. Their active management approach allows them to identify and capitalize on emerging growth opportunities. This can lead to higher returns compared to passive strategies during periods of strong growth. However, this strategy also carries higher risk and management fees.

Risk Analysis

Volatility

Volatility depends on the specific ETF and its underlying holdings, growth stocks can be more volatile than value stocks.

Market Risk

Specific risks include market risk, sector risk, and company-specific risk related to the underlying assets held by the ETF.

Investor Profile

Ideal Investor Profile

Investors seeking long-term capital appreciation with a higher risk tolerance and an understanding of growth-oriented investing.

Market Risk

Suitable for long-term investors willing to accept higher volatility in exchange for potentially higher returns.

Summary

The Alger ETF Trust offers a suite of actively managed ETFs focused on growth stocks, leveraging Alger's research-driven investment approach. These ETFs aim to deliver superior returns by identifying and investing in companies with dynamic growth potential, but this comes with higher fees and volatility compared to passive strategies. The suitability of these ETFs depends on an investor's risk tolerance, investment horizon, and understanding of growth investing. Like all ETFs, the price can fluctuate and an investor can lose money.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Alger ETF Trust Website
  • SEC Filings
  • Morningstar
  • etf.com

Disclaimers:

The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is based on general knowledge and may not be precise due to data limitations.

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 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.