Mutual Funds Center
Spectra Green Fund N (SPEGX)
General Fund Information
Fred Alger & Company
P.O. Box 8480  
Boston MA 02266-8480
(800) 711-6141
Category:Domestic Equity Funds
Assets: ($ millions)$32.4

Account min.:$1,000
Reinvest. min.:$50
IRA account min.:$500
IRA reinvest min.:50.00
Max. defer. load: 
Max. front load: 
Avg. P/E:32.77
Avg. P/B:10.62
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies of any market capitalization that, in the opinion of the management, conduct businesses in a socially responsible manner, while demonstrating promising growth potential. The fund seeks to invest in companies that have developed or are developing or marketing products or services that address human needs without undermining nature's ability to support our economy into the future.
Social Issues08/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/18
  Fund Return Percentile Rank *
Year to date: 17.40% 14
1 Year: 24.11% 23
Annualized returns:
3 Year: 16.76% 20
5 Year: 13.33% 42
10 Year: 9.18% 59
Since inception: 4.08% 93
Inception date: 12/04/00  
Bear Market: -17.35%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/18
Alpha 3YR:0.58
Alpha 5YR:-1.18
Beta 3YR:1.00
Beta 5YR:1.01
R. Squared 3YR:81.77
R. Squared 5YR:84.59
Sharpe 3YR:1.53
Sharpe 5YR:1.21
Std. Dev. 3YR:10.54
Std. Dev. 5YR:10.54
Sector Distribution 
Basic Industries6.75% 
Cap. Goods & Tech.23.65% 
Consumer Cyclicals13.03% 
Consumer Non-Cyclicals22.41% 

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