Morningstar

Alger Global Equity Fund Class I AFGIX

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

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of global companies, which include both U.S. and foreign companies, and invests significantly (at least 40% – unless market conditions are not deemed favorable, in which case the fund would invest at least 30%) in foreign companies. It may invest in companies of any market capitalization, from large, well-established companies to small, emerging growth companies.

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
AFGZX	Alger Global Equity Fund Class Z	Institutional	Open			May 31, 2013	$3.59M	0.990%	Above Average	$500,000	$196,102.88
AFGIX	Alger Global Equity Fund Class I	Institutional	Open			May 31, 2013	$152,113.00	1.200%	High	$0	−$5.61
CHUSX	Alger Global Equity Fund Class A	Front Load	Open			Nov 3, 2003	$14.64M	1.200%	Average	$1,000	−$2.79M
CHUCX	Alger Global Equity Fund Class C	Level Load	Open			Mar 3, 2008	$77,366.00	2.250%	High	$1,000	−$94,736.51

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