Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Alger Balanced Portfolio Class I-2 (ABLOX) is a diversified investment fund focused on balancing growth and income through a mix of equities and fixed income securities. The fund primarily targets U.S. large-cap growth stocks, which provides it with a competitive edge in capital appreciation while maintaining a defensive posture through fixed income allocations.
The fund generates revenue primarily through management fees charged on assets under management (AUM), which are calculated as a percentage of the total AUM. Its competitive advantage lies in its active management strategy and experienced portfolio management team, which aims to outperform benchmarks and provide downside protection.
Changes in interest rates impacting fixed income performance
Market volatility affecting equity valuations
Shifts in investor sentiment towards growth vs. value stocks
Performance of underlying assets in the portfolio
Regulatory changes affecting investment management practices
Market shifts towards passive investment strategies
Increased competition from low-cost index funds
Potential loss of key portfolio managers to competitors
Liquidity risk associated with sudden market downturns
Potential for reduced management fees during periods of declining AUM
moderate - The fund's performance is linked to economic cycles as growth stocks tend to perform well in expanding economies, while fixed income can provide stability during downturns.
Rising interest rates can negatively impact the valuation of fixed income securities, potentially leading to lower overall fund performance. However, higher rates can also enhance yields on new fixed income investments.
minimal - The fund is not heavily reliant on credit markets for its operations.
growth - The fund appeals to investors seeking capital appreciation through a balanced approach to equities and fixed income.
moderate - The fund's diversified approach generally results in lower volatility compared to pure equity funds, but it can still experience fluctuations based on market conditions.
