Alger Balanced I-2 (ABLOX) - Allocation--50% to 70% Equity fund with $46.42 Million in assets. The fund allocates 32.03% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 6.57% of total assets. This is followed by Apple Inc (5.57%) and Broadcom Inc (5.18%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 6.57% | - | - |
| Apple Inc | 5.57% | - | - |
| Broadcom Inc | 5.18% | - | - |
| KLA Corp | 3.32% | - | - |
| Alphabet Inc | 2.84% | - | - |
| JPMorgan Chase Co | 2.93% | - | - |
| Amazon.com Inc | 2.16% | - | - |
| Crown Castle Inc | None | - | - |
| UnitedHealth Group Inc | 1.74% | - | - |
| AbbVie Inc | 1.72% | - | - |
| Morgan Stanley | 2.13% | - | - |
| Meta Platforms Inc | 1.53% | - | - |
| Apple Inc. COM | 5.26% | - | - |
| Microsoft Corp. COM | 5.01% | - | - |
| Broadcom Inc COM | 4.64% | - | - |
| KLA Corp. COM NEW | 4.07% | - | - |
| Alphabet Inc. CAP STK CL A | 3.41% | - | - |
| JPMorgan Chase Co. COM | 2.67% | - | - |
| Alphabet Inc. CAP STK CL C | 2.63% | - | - |
| Morgan Stanley COM NEW | 2.00% | - | - |
| Amazon.com, Inc. COM | 1.97% | - | - |
| Dreyfus Treasury Obligations Cash Management TREASURY INSTNAL | 1.95% | - | - |
| KLA CORP COM NEW | 6.74% | - | - |
| APPLE INC COM | 5.41% | - | - |
| BROADCOM INC COM | 4.70% | - | - |
| MICROSOFT CORP COM | 4.54% | - | - |
| ALPHABET INC CAP STK CL A | 3.78% | - | - |
| ALPHABET INC CAP STK CL C | 2.84% | - | - |
| JP MORGAN CHASE COMPANY COM | 2.68% | - | - |
| MORGAN STANLEY COM NEW | 2.29% | - | - |
| AMAZON.COM INC COM | 2.04% | - | - |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD SPONSORED ADS | 1.73% | - | - |