Morningstar

Alger Mid Cap 40 ETF FRTY

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

Morningstar’s Analysis FRTY

Will FRTY outperform in the 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 FRTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Mid Cap 40 ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FRTY

More FRTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Trsy Oblig Cash Mgmt Cl Ins

6.92 10M
Cash and Equivalents

Twist Bioscience Corp

4.57 7M
Healthcare

Liberty Media Corp Registered Shs Series -C- Formula One

4.12 6M
Communication Services

Cloudflare Inc

3.78 6M
Technology

Western Digital Corp

3.65 5M
Technology

Axon Enterprise Inc

3.57 5M
Industrials

Comfort Systems USA Inc

3.41 5M
Industrials

Vertiv Holdings Co Class A

3.36 5M
Industrials

Heico Corp Class A

3.31 5M
Industrials

Nebius Group NV Shs Class-A-

3.27 5M
Communication Services

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