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Morningstar

Alger Small Cap Growth C AGSCX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 5.90  /  +1.37 %
  • Total Assets 288.4 Mil
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 2.120%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 1:07 AM GMT+0

Morningstar’s Analysis AGSCX

Will AGSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AGSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AGSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Alger Small Cap Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGSCX

More AGSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Heico Corp

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Industrials

Wingstop Inc

3.92 12.9 Mil
Consumer Cyclical

Shake Shack Inc Class A

3.59 11.7 Mil
Consumer Cyclical

Vertex Inc Class A

2.67 8.7 Mil
Technology

Bio-Techne Corp

2.59 8.5 Mil
Healthcare

Live Nation Entertainment Inc

2.06 6.7 Mil
Communication Services

SPS Commerce Inc

1.99 6.5 Mil
Technology

AppFolio Inc Class A

1.97 6.4 Mil
Technology

Cabaletta Bio Inc Ordinary Shares

1.92 6.3 Mil
Healthcare