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INVN
+0.69 · +3.39%
$20.99 · NYSE ARCA

The Alger ETF Trust (INVN) ETF Analysis | Mid-Cap Blend

Alger · USA
AUM:$11.2M
#– of – in Mid-Cap Blend 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

INVN returned -1.3% over the past year, broadly in line with flat market conditions.

What is INVN?

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of the underlying index. The underlying index is comprised of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
INVN returned -1.3% over the past year, reflecting recent market conditions.
Broadly Diversified
Top 10 holdings represent just 27.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$11.2M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateJan 2025
Domicile–
Distribution–
Index–
ProviderAlger
Beta–
CategoryMid-Cap Blend
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
+40.3%
1Y
+32.5%
3Y
+35.9%
5Y
+35.9%
OpenBook InsightIf you had invested £10,000 in INVN 5 years ago, it would have grown to £13,591 — a gain of £3,591.

Annual Returns

Calendar year performance

INVN delivered positive returns in 2 of the last 2 calendar years.
YearINVN
2026 YTD+26.9%
2025+8.2%
2/2 positive yearsAvg return: +17.5%Worst year: +8.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
33.6%
High
Momentum
+17.6%
30-day change
Support Level
24.17
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.6% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.
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