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Upturn AI Summary
The Alger ETF Trust(ALAI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ALAI
10/26/2026: ALAI (2-star) is currently NOT-A-BUY. Pass it for now.
The Alger Weatherbie Specialized Growth ETF (ALAI) provides active exposure to high-growth, small-to-mid-capitalization US companies. By utilizing fundamental research, the fund seeks to uncover innovative businesses, offering an alternative to passive index-tracking funds. Its main strengths include the potential for alpha through selective stock picking, though this comes at a higher expense ratio and with significant small-cap volatility. It is most appropriate for growth-oriented investors with a long-term horizon who are willing to accept the risks associated with smaller, less established companies. Investors should monitor interest rate trends and manager performance as key catalysts for future returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is explicitly designed to capture capital appreciation from high-growth small-cap companies. |
| Momentum investor | Strong fit while signal remains positive | Investors may utilize this fund to capture growth momentum in smaller, emerging business cycles. |
| Value investor | Weak fit | The fund prioritizes growth potential over current valuation multiples, which may conflict with value mandates. |
| Dividend/Income investor | Weak fit | The portfolio emphasizes capital growth over yield, with very little focus on dividend income. |
| Low-risk investor | Weak fit | Small-cap growth stocks carry significant inherent volatility that does not align with a low-risk profile. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a high tolerance for volatility.
Suitability
Best suited for long-term growth investors who believe in active selection over passive tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap growth stocks are prone to wider price swings compared to large-cap indices. |
| Market risk | High | Exposure to small-cap equities makes the fund vulnerable to broad market downturns. |
| Concentration | Medium / high | Active management can lead to concentrated bets in specific sectors or individual firms. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to consistently outperform to provide net value. |
| Liquidity | Medium | Lower trading volume in some small-cap holdings can impact entry and exit pricing. |
| Business/sector quality | Medium | The success of the fund depends on the quality and sustainability of the small-cap business models held. |
Risk Analysis
Volatility
ALAI demonstrates high volatility, common for small-cap equities, requiring a longer investment horizon.
Market Risk
The fund is susceptible to systematic market risk and the specific sensitivity of small-cap growth to interest rate shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Small/Mid-Cap Growth Stocks | 97 | The fund holds a concentrated portfolio of growth-oriented companies to capture potential capital appreciation. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small cash buffer is maintained for liquidity and tactical adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 57.14% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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