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FRTY
+0.80 · +3.93%
$21.28 · NYSE ARCA

Alger Mid Cap 40 ETF (FRTY) ETF Analysis | Mid-Cap Growth

Alger · USA
AUM:$136.5M
#– of – in Mid-Cap 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 7.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is FRTY?

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of mid-cap companies. Equity securities include common or preferred stocks that are listed on U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FRTY returned 7.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$136.5M
Expense Ratio0.60%
Dividend Yield0.19%
Holdings41
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderAlger
Beta1.50
CategoryMid-Cap 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
+9.5%
1Y
+10.7%
3Y
+80.1%
5Y
+5.8%
OpenBook InsightIf you had invested £10,000 in FRTY 5 years ago, it would have grown to £10,578 — a gain of £578.

Annual Returns

Calendar year performance

FRTY delivered positive returns in 4 of the last 5 calendar years.
YearFRTY
2026 YTD+6.6%
2025+11.4%
2024+40.6%
2023+16.2%
2022-42.2%
CAGR 4yr+1.3%
4/5 positive yearsAvg return: +6.5%Worst year: -42.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
26.6%
Moderate
Momentum
+4.0%
30-day change
Support Level
22.65
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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