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ALAI
Upturn stock rating

The Alger ETF Trust (ALAI)

Upturn stock rating
$37.58
Last Close (24-hour delay)
Profit since last BUY48.36%
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Consider higher Upturn Star rating
BUY since 118 days
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Upturn Advisory Summary

10/24/2025: ALAI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 61.38%
Avg. Invested days 84
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

The Alger ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Alger is a well-regarded investment management firm with a long history of focusing on growth-oriented strategies.

reliability logo Management Expertise

Alger's management team has considerable experience in identifying and investing in high-growth companies.

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 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn 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

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.