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Upturn AI SWOT - About
The Alger ETF Trust (ALAI)

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Upturn Advisory Summary
10/24/2025: ALAI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 61.38% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.61 - 30.75 | Updated Date 06/29/2025 |
52 Weeks Range 18.61 - 30.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
The Alger ETF Trust
ETF Overview
Overview
The Alger ETF Trust offers actively managed ETFs focusing on growth opportunities. It seeks to identify companies with above-average growth potential across various sectors, aiming for long-term capital appreciation.
Reputation and Reliability
Alger is a well-regarded investment management firm with a long history of focusing on growth-oriented strategies.
Management Expertise
Alger's management team has considerable experience in identifying and investing in high-growth companies.
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 fundamental analysis and growth stock selection. It does not track a specific index.
Composition Primarily composed of stocks, specifically those identified as having strong growth characteristics. Allocation can vary across sectors based on identified opportunities.
Market Position
Market Share: Data not available to directly compute market share.
Total Net Assets (AUM): Information regarding the specific Alger ETF Trust's AUM is not publicly available without specifying a particular fund in the trust.
Competitors
Key Competitors
- VUG
- QQQ
- IWF
Competitive Landscape
The growth ETF market is highly competitive, dominated by large index-based ETFs. The Alger ETF Trust faces competition from established players with significant AUM and brand recognition. Its active management approach offers the potential for outperformance but also carries higher risk and expense ratios compared to passive ETFs. Differentiation relies on its stock selection methodology and ability to consistently deliver superior returns.
Financial Performance
Historical Performance: Historical performance data not available without specifying a particular fund in the trust.
Benchmark Comparison: Benchmark comparison is dependent on the specific Alger ETF within the trust.
Expense Ratio: Expense ratio data not available without specifying a particular fund in the trust.
Liquidity
Average Trading Volume
Average trading volume cannot be assessed without specifying a particular Alger ETF fund.
Bid-Ask Spread
The bid-ask spread for the Alger ETF Trust cannot be accurately assessed without specifying a particular Alger ETF fund.
Market Dynamics
Market Environment Factors
The Alger ETF Trust's performance is influenced by overall market conditions, sector-specific trends, and investor sentiment towards growth stocks. Economic growth, interest rates, and technological innovation can significantly impact the performance of its holdings.
Growth Trajectory
The Alger ETF Trust's growth trajectory depends on its ability to attract assets, generate strong returns, and adapt to changing market conditions. Changes to strategy and holdings occur based on the investment team's assessment of growth opportunities.
Moat and Competitive Advantages
Competitive Edge
The Alger ETF Trust's competitive edge lies in its active management approach and focus on identifying companies with superior growth potential. Its investment team's expertise in fundamental analysis and stock selection aims to generate alpha for investors. The firm's long-standing reputation in growth investing and disciplined investment process contribute to its competitive advantage. By focusing on identifying early and sustained growth, the fund seeks to outperform passive benchmarks.
Risk Analysis
Volatility
Volatility is dependent on the specific Alger ETF within the trust and its underlying holdings.
Market Risk
The Alger ETF Trust is subject to market risk, which is the risk that the overall market declines, leading to losses in the ETF's value. Specific risks associated with its underlying assets include sector concentration, individual stock risk, and valuation risk, particularly for growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor for The Alger ETF Trust is one seeking long-term capital appreciation and willing to accept higher volatility for potentially higher returns. They should have a strong belief in growth investing and be comfortable with active management.
Market Risk
The Alger ETF Trust is best suited for long-term investors who are comfortable with active management and higher levels of risk. It may not be suitable for risk-averse investors or those seeking passive index tracking.
Summary
The Alger ETF Trust offers actively managed ETFs designed to capitalize on growth opportunities in the market. Its investment strategy focuses on identifying companies with high growth potential. The ETF is suitable for investors seeking long-term capital appreciation and are comfortable with a higher risk tolerance and higher expense ratios compared to passive ETFs. While facing competition from established players in the growth ETF market, Alger differentiates itself through its active management approach and expertise in growth stock selection.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Alger Website
- ETF Database
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is based on available information and may not be exact.
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 | ||
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the advisor believes will benefit from artificial intelligence,demonstrate promising growth potential,and are companies where AI can play a material role in potentially driving stock price performance over the next twelve to thirty-six months. 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.
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