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ATFV
-0.30 · -0.87%
$33.66 · NYSE ARCA

Alger 35 ETF (ATFV) ETF Analysis | Large Growth

Alger · USA
AUM:$138.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 57.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is ATFV?

Under normal circumstances, the fund invests in a stock portfolio of approximately 35 equity securities of companies of any market capitalization that the Manager believes are undergoing Positive Dynamic Change. The fund focuses its investments in technology companies, including companies benefiting from technological improvements, advancements or developments.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ATFV delivered 57.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 65.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$138.2M
Expense Ratio0.55%
Dividend Yield0.23%
Holdings30
Inception DateMay 2021
Domicile–
Distribution–
Index–
ProviderAlger
Beta1.61
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+19.1%
1Y
+21.5%
3Y
+162.9%
5Y
+82.4%
OpenBook InsightIf you had invested £10,000 in ATFV 5 years ago, it would have grown to £18,236 — a gain of £8,236.

Annual Returns

Calendar year performance

ATFV delivered positive returns in 4 of the last 5 calendar years.
YearATFV
2026 YTD+13.1%
2025+35.7%
2024+50.4%
2023+34.4%
2022-36.1%
CAGR 4yr+15.1%
4/5 positive yearsAvg return: +19.5%Worst year: -36.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
32.2%
High
Momentum
+5.6%
30-day change
Support Level
38.82
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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