Alger Mid Cap Focus could be getting back to basics, but investors should wait to see whether the changes stick.
Alger Mid Cap Focus Z AFOZX
- NAV / 1-Day Return 15.62 / −0.76 %
- Total Assets 275.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield —
- Turnover 121%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 1:18 AM GMT+0
Morningstar’s Analysis AFOZX
Will AFOZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vertiv Holdings Co Class A | 5.35 | 15.5 Mil | Industrials |
Natera Inc | 3.56 | 10.3 Mil | Healthcare |
Axon Enterprise Inc | 3.18 | 9.2 Mil | Industrials |
Heico Corp | 3.02 | 8.8 Mil | Industrials |
Cadence Design Systems Inc | 3.01 | 8.7 Mil | Technology |
AppFolio Inc Class A | 2.95 | 8.6 Mil | Technology |
Deckers Outdoor Corp | 2.86 | 8.3 Mil | Consumer Cyclical |
Shopify Inc Registered Shs -A- Subord Vtg | 2.75 | 8.0 Mil | Technology |
Old Dominion Freight Line Inc Ordinary Shares | 2.75 | 8.0 Mil | Industrials |
Micron Technology Inc | 2.74 | 8.0 Mil | Technology |