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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

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Portfolio Holdings ATFV

More ATFV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

9.93 1.6 Mil
Consumer Cyclical

Microsoft Corp

9.73 1.6 Mil
Technology

NVIDIA Corp

9.00 1.5 Mil
Technology

Meta Platforms Inc Class A

5.10 839,103
Communication Services

Netflix Inc

4.54 747,018
Communication Services

Advanced Micro Devices Inc

4.40 723,143
Technology

Spotify Technology SA

4.03 662,051
Communication Services

MercadoLibre Inc

3.72 611,000
Consumer Cyclical

Natera Inc

3.45 566,942
Healthcare

Uber Technologies Inc

3.36 552,446
Technology