$AIFAX Fund Analysis: I help you understand the businesses inside the fund.
Hi! I'm Penke. A fund ticker tells you what you can buy, but it does not tell you what you actually own underneath it.
I look through the holdings inside Alger AI Enablers & Adopters Fund and connect the stocks to the same business analysis I use for individual companies.
I start with the simple picture. If you want to go deeper, I show you how the companies inside the fund are actually scored.
Want me to keep an eye on $AIFAX for you?
Add it to your Penke watchlist. When I have a useful update for something you follow, I can send it to your email.
1. Let me give you the quick $AIFAX picture first
I first show you the overall picture. The scores are built from the businesses inside the fund, with bigger holdings having more influence.
Then, in the full analysis, I show you what is underneath those scores.
Latest holdings report used: 2026-04-30.
Strong (39)
Based on 85.30% of the fund.
1.1. The six questions I check first
Can the businesses inside this fund handle a bad period?
Strong (38)
Based on 85.30% of the fund.
Do the businesses inside this fund earn good profits on the money they use?
Strong (52)
Based on 85.30% of the fund.
Are the businesses inside this fund growing and creating more value?
Very strong (60)
Based on 85.30% of the fund.
Are the businesses inside this fund using the money they keep well?
Good (37)
Based on 85.30% of the fund.
Are the underlying shares getting more cash, earnings and value?
Strong (38)
Based on 85.30% of the fund.
How much are investors paying for the businesses inside this fund?
Demanding (-37)
Based on 71.09% of the fund.
Get the full $AIFAX analysis and understand what you really own
You have seen my quick picture of this fund. Now I can take you deeper and show you what you actually own inside it — which businesses matter most, where the risks are and what is driving the fund.
Get Unlimited Access — €27/monthUnlimited Access lets you use all my fund and company analysis, Stock Finder, scanners, trends and tools as much as you want for your own investing.