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Alger Weatherbie Specialized Growth C ALMCX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 6.76  /  +2.27 %
  • Total Assets 545.2 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 40%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis ALMCX

Will ALMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Alger Weatherbie Specialized Growth C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings ALMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progyny Inc

5.61 32.3 Mil
Healthcare

FirstService Corp Ordinary Shares

5.37 30.9 Mil
Real Estate

SPS Commerce Inc

5.32 30.6 Mil
Technology

Glaukos Corp

5.21 30.0 Mil
Healthcare

ACADIA Pharmaceuticals Inc

5.17 29.7 Mil
Healthcare

Vertex Inc Class A

4.93 28.4 Mil
Technology

Casella Waste Systems Inc Class A

4.92 28.3 Mil
Industrials

SiteOne Landscape Supply Inc

4.36 25.1 Mil
Industrials

Transcat Inc

4.01 23.1 Mil
Industrials

Hamilton Lane Inc Class A

3.88 22.3 Mil
Financial Services