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Alger 35 ETF(ATFV)
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 ATFV
09/17/2026: ATFV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Alger 35 ETF (ATFV) provides exposure to a concentrated portfolio of approximately 35 high-conviction, large-cap growth stocks using an active 'Dynamic Change' management style. Its main strengths include the potential for alpha generation through skilled security selection and the discipline of a dedicated growth-focused issuer. It serves as a core growth component in a diversified portfolio, though investors should be mindful of the risks associated with sector concentration and higher volatility compared to broad indices. The fund is best suited for long-term investors with a high risk tolerance who seek active management in the growth space and should monitor the fund’s performance relative to its benchmarks and broader interest rate trends.
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 specifically designed to capture the outperformance of high-growth companies. |
| Momentum investor | Strong fit while signal remains positive | The focus on companies with accelerating growth aligns well with positive momentum signals. |
| Value investor | Weak fit | The fund prioritizes growth metrics over traditional valuation multiples, often resulting in higher price-to-earnings ratios. |
| Dividend/Income investor | Weak fit | This is a growth-oriented fund and does not prioritize dividend yield or income generation. |
| Low-risk investor | Weak fit | The concentrated nature of the portfolio and exposure to growth stocks lead to higher-than-average volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking aggressive long-term growth and who are comfortable with the risks of a concentrated, active portfolio.
Suitability
Best suited for long-term growth investors; not recommended for those seeking income or capital preservation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Concentrated portfolios of growth stocks are susceptible to sharp price swings during market downturns. |
| Market risk | Medium / high | The fund's performance is heavily correlated with the overall performance of the growth equity market. |
| Concentration | High | Holding only 35 stocks significantly increases the impact of any single company's negative performance on the total fund return. |
| Tracking/expense | Medium | The expense ratio is higher than passive index ETFs due to the costs associated with active management. |
| Liquidity | Low | The underlying assets are large-cap, providing sufficient liquidity for standard investor transactions. |
| Business/sector quality | Medium | Concentration in specific growth sectors makes the fund vulnerable to industry-wide shifts. |
Risk Analysis
Volatility
ATFV tends to experience higher volatility than broad-market indices due to its concentrated growth stock selection.
Market Risk
The fund is inherently exposed to the growth equity risk premium and specific sector-driven risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Growth Equities | 95 | The fund focuses on established companies with high growth characteristics, providing exposure to the leaders of major economic sectors. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash reserve is maintained for liquidity needs 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 85.65% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $472.09M |
| Issuer | Alger |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 0.18% |
| Inception | May 4, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.45% |
| 1 Year | +15.92% |
| 3 Year | +37.34% |
| 5 Year | +12.14% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 24.9% |
| 3Y Volatility | 24.1% |
| 3Y Sharpe Ratio | 1.26 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 45.91% |
| Large Cap | 23.56% |
| Mid Cap | 19.85% |
| Small Cap | 4.83% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 48.68% |
| Communication Services | 21.44% |
| Healthcare | 10.81% |
| Consumer Cyclicals | 10.37% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 26.27x |
| Portfolio P/B | 6.42x |
| Portfolio P/S | 7.05x |
| Holdings Turnover | 4.14% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 12.67% |
| Yandex NV | 6.97% |
| Alphabet Class A | 6.62% |
| Microsoft | 6.48% |
| Amazon | 6.27% |
Upturn AI Summary
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.
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