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Alger Balanced I-2 ABLOX

Quantitative rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 17.05  /  0.70 %
  • Total Assets 53.1 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.19%
  • Turnover 11%

Morningstar’s Analysis ABLOX

Will ABLOX outperform in future?

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

Summary

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Alger Balanced I-2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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