Skip to Content
Morningstar

Alger 35 ETF ATFV

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub

Morningstar’s Analysis ATFV

Will ATFV 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 ATFV’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ATFV 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 ATFV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Alger 35 ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATFV

More ATFV Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.84
1,073,382
Technology

Apple Inc

7.16
979,742
Technology

NVIDIA Corp

7.00
957,717
Technology

Netflix Inc

5.19
709,629
Communication Services

The Trade Desk Inc Class A

4.89
668,725
Technology

Amazon.com Inc

4.89
668,616
Consumer Cyclical

Pioneer Natural Resources Co

4.85
663,805
Energy

MercadoLibre Inc

4.40
601,777
Consumer Cyclical

TransDigm Group Inc

3.78
517,724
Industrials

Natera Inc

3.02
412,734
Healthcare