Morningstar

Alger Russell Innovation ETF INVN

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

Morningstar’s Analysis INVN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Russell Innovation ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings INVN

More INVN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roblox Corp Ordinary Shares - Class A

2.43 250,827
Communication Services

CCC Intelligent Solutions Holdings Inc

2.43 250,739
Technology

BILL Holdings Inc Ordinary Shares

2.43 250,302
Technology

Zebra Technologies Corp Ordinary Shares - Class A

2.26 232,838
Technology

Expedia Group Inc

2.22 229,504
Consumer Cyclical

Klaviyo Inc Class A common stock

2.21 227,626
Technology

Figma Inc Class A

2.19 226,047
Technology

Block Inc Class A

2.17 223,486
Technology

GitLab Inc Class A

2.15 222,073
Technology

Etsy Inc

2.15 221,619
Consumer Cyclical

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