Morningstar

Alger Dynamic Opportunities Fund Class C ADOCX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $19.98  /  −0.50 %
  • Fund Size $220.1M
  • Adjusted Expense Ratio 2.450%
  • Net Expense Ratio 2.780%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 377%
NAV and 1-Day Return as of

Morningstar’s Analysis ADOCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Dynamic Opportunities C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ADOCX

More ADOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
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