Morningstar

Alger Dynamic Opportunities Fund Class Z ADOZX

Medalist Rating as of Aug 31, 2026 See Alger Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). In addition to purchasing securities (i.e., taking long positions), the Manager will identify securities that the advisor believes will underperform on an absolute or relative basis and will sell these securities short on behalf of the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ADOZX	Alger Dynamic Opportunities Fund Class Z	Institutional	Open			Dec 29, 2010	$181.33M	1.360%	Average	$500,000	−$8.71M
SPEDX	Alger Dynamic Opportunities Fund Class A	Front Load	Open			Nov 2, 2009	$31.73M	1.670%	Average	$1,000	−$4.52M
ADOCX	Alger Dynamic Opportunities Fund Class C	Level Load	Open			Dec 29, 2010	$7.08M	2.450%	Above Average	$1,000	−$938,533.47

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