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Upturn AI Summary
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
10/01/2026: ATFV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Alger 35 ETF (ATFV) provides targeted exposure to a concentrated, high-conviction portfolio of approximately 35 growth-oriented stocks. Managed by Fred Alger, the fund relies on active, bottom-up research to identify companies driving secular change, primarily in the technology and communication sectors. Its main strengths include institutional-grade research and the potential for alpha generation, though it carries higher volatility and expense ratios than passive growth indices. The primary use case is as a growth-engine component of a diversified portfolio, suitable for investors who prioritize potential capital gains over immediate income. Investors should monitor market interest rate trends and sector-specific performance, as the concentrated holdings can lead to significant swings compared to the broader market.
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's core mandate is to capture long-term capital appreciation from fast-growing companies. |
| Momentum investor | Strong fit while signal remains positive | The concentrated nature of the portfolio can capture rapid price appreciation when growth themes are in favor. |
| Value investor | Weak fit | The strategy prioritizes growth potential over current valuation metrics, which may conflict with value-oriented objectives. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation and rarely prioritizes dividend-paying stocks. |
| Low-risk investor | Weak fit | The concentrated, growth-oriented strategy introduces higher volatility than standard broad-market indexing. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution seeking long-term capital appreciation with a high tolerance for volatility and a belief in active, focused stock selection.
Suitability
ATFV is best suited for long-term investors who can weather short-term fluctuations and seek to complement passive holdings with high-conviction active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Concentrated portfolios of high-growth stocks tend to experience wider price swings than the broader market. |
| Market risk | Medium / high | The fund is heavily exposed to systemic market movements, particularly in growth-tilted sectors. |
| Concentration | High | With only 35 positions, poor performance in a single large holding can significantly drag down total fund returns. |
| Tracking/expense | Medium | As an active fund, it carries higher costs than passive alternatives, which must be offset by superior returns. |
| Liquidity | Medium | Concentrated positions can occasionally lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | The strategy relies on identifying high-quality companies, but growth sectors can be susceptible to sudden business model shifts. |
Risk Analysis
Volatility
ATFV exhibits high volatility due to its concentrated portfolio and bias toward high-beta growth stocks.
Market Risk
The fund is highly vulnerable to market corrections that disproportionately affect growth-oriented equity valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 45 | This sector provides the primary growth engine for the fund through high-innovation technology companies. |
| Sector | Communication Services | 20 | Exposure to companies leading in digital media and connectivity drives potential capital appreciation. |
| Sector | Consumer Discretionary | 20 | Investments here capitalize on shifting consumer trends and brand-dominant growth retailers. |
| Sector | Healthcare | 10 | The healthcare allocation focuses on innovative biotech and life sciences firms with high growth profiles. |
| Cash/collateral | Cash and Cash Equivalents | 5 | The fund maintains a small liquidity buffer for operational needs and opportunistic trading. |
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 58.32% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $484.14M |
| Issuer | Alger |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 0.18% |
| Inception | May 4, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.73% |
| 1 Year | +15.70% |
| 3 Year | +41.10% |
| 5 Year | +13.95% |
| 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 | 45.41% |
| Large Cap | 24.16% |
| Mid Cap | 22.79% |
| Small Cap | 3.42% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 49.01% |
| Communication Services | 22.99% |
| Healthcare | 11.53% |
| Consumer Cyclicals | 9.60% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 27.31x |
| Portfolio P/B | 6.54x |
| Portfolio P/S | 7.38x |
| Holdings Turnover | 4.14% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 12.95% |
| Yandex NV | 7.62% |
| Microsoft | 6.33% |
| Alphabet Class A | 6.25% |
| Amazon | 5.94% |
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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