#USA #New York #Alger Russell #Innovation Index #Fred Alger

Alger Russell Innovation Index Updates for Q4 2025

Fred Alger Management, LLC, a key player in growth equity investment management, has announced the latest adjustments to the Alger Russell Innovation Index. These changes, effective following the market's closure on December 19, 2025, articulate a significant rebalancing which is crucial for investors to be aware of.

Additions to the Index

Among the notable companies being added to the Index are:

• - CCC Intelligent Solutions Holdings, Inc. (CCC)
• - Amdocs (DOX)
• - Duolingo (DUOL)
• - F5 Inc. (FFIV)
• - GoDaddy (GDDY)
• - Gentex Corp. (GNTX)
• - Zebra Technologies (ZBRA)

These additions underscore a focus on technology and growth-oriented sectors, which are anticipated to drive innovation and performance in the upcoming quarter.

Deletions from the Index

Conversely, several companies will be removed from the Index, including:

• - Corcept Therapeutics Inc. (CORT)
• - Electronic Arts, Inc. (EA)
• - Gilead Sciences, Inc. (GILD)
• - Johnson & Johnson (JNJ)
• - Qorvo, Inc. (QRVO)
• - United Therapeutics Corp. (UTHR)
• - Vertex Pharmaceuticals Inc. (VRTX)

These deletions might indicate a strategic shift away from sectors that are not expected to align with growth patterns anticipated by the Alger investment team.

Impact of Index Changes

The quarterly rebalancing is a vital procedure that allows the Index to evolve alongside market conditions, reflecting innovations and changes in investor sentiment. By continually adjusting the composition of the Index, Alger seeks to optimally position itself in a dynamic market environment.

Investors should take note of these changes, as they may influence investment strategies moving forward. The essence of this update is rooted in Alger's philosophy of identifying companies that exhibit Positive Dynamic Change—a strategy that has guided their investing for over six decades.

About Fred Alger Management

Founded in 1964, Fred Alger Management has garnered a reputation as a trendsetter in the realm of equity investment management. Headquartered in New York City, the firm specializes in growth equity strategies and has consistently aimed to help investors unlock their growth potential. With a diverse range of investment vehicles that include separate accounts, mutual funds, and ETFs, Alger remains committed to fostering innovative growth solutions in the financial sector.

As the financial landscape continues to evolve, staying attuned to such changes within key indices like the Alger Russell Innovation Index is essential for investors looking to navigate the complexities of market trends effectively. For further insights and updates about Alger’s offerings, you can visit www.alger.com.

Risks Involved

Investing in stocks carries risks, including the potential loss of principal. Particularly, growth stocks may exhibit higher volatility compared to other types of stocks, which can be impacted by various factors including market fluctuations, political developments, and broader economic conditions. As such, it's critical for investors to proceed with caution, considering the full scope of potential influences on their investments.

In conclusion, the Alger Russell Innovation Index changes for Q4 2025 reflect both opportunity and caution in navigating the current investment landscape. Investors would do well to stay informed and consider the implications of these updates on their investment strategies.