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The Alger ETF Trust (AWEG)



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Upturn Advisory Summary
08/14/2025: AWEG (1-star) is a SELL. SELL since 3 days. Profits (0.61%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 21.84% | Avg. Invested days 76 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 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.
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.
Management Expertise
The management team consists of experienced investment professionals with expertise in growth investing and sector analysis.
Investment Objective
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
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.
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.