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AlgerMid-Cap GrowthFRTY · NYSE Arca

Alger Mid Cap 40 ETF (FRTY)

Price
$22.23
11 Sept 2026
Assets
$148.5M
Total net assets
Expense ratio
0.60%
Category 1.05%
Yield
0.18%
Trailing distributions
3Y CAGR
19.9%+2.6%
Category 17.3%
5Y CAGR
0.1%-3.7%
Category 3.7%
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Alger Mid Cap 40 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-6.0%-3.2%+14.2%+5.6%+4.1%+19.9%+0.1%+2.5%
Mid-Cap Growth average-4.8%-2.7%12.0%9.7%9.5%17.3%3.7%12.9%9.8%
Difference-1.2%-0.5%+2.2%-4.1%-5.4%+2.6%-3.7%-7.3%

Holdings

The 10 largest positions make up 38.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
TWSTTwist Bioscience Corp7.04%
FWONKLiberty Media Corp Registered Shs Series -C- Formula One4.66%
RGENRepligen Corp4.49%
NETCloudflare Inc3.60%
HEI-AHeico Corp Class A3.32%
SNOWSnowflake Inc Ordinary Shares3.23%
NBISNebius Group NV Shs Class-A-3.14%
GHGuardant Health Inc2.98%
ARWRArrowhead Pharmaceuticals Inc2.97%
FIXComfort Systems USA Inc2.90%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
48.3
P/B
6.9
P/S
7.9
P/CF
27.2

Sector allocation

Share of the equity the fund holds.

32.7%Health care8 sectors
  1. Health care32.7%
  2. Technology30.3%
  3. Industrials18.9%
  4. Communication services9.1%
  5. Financial services2.6%
  6. Materials2.2%
  7. Real estate2.1%
  8. Consumer discretionary2.1%

Asset mix

  • Stocks86.1%
  • Cash13.9%

ETF details

Issuer
Alger
Category
Equity · Mid-Cap Growth
Ticker
FRTY
Exchange
NYSE Arca
Inception
26 Feb 2021 (5.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 1.05%)
Holdings turnover
390% (category 91%)
Distribution yield
0.18%
Beta, 3 years
1.45
Total net assets
$148.5M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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