Alger Global Equity Z holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Alger Global Equity Fund Class Z AFGZX
- NAV / 1-Day Return 30.27 / +0.03 %
- Total Assets 19.5M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 87%
USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:55 AM GMT+0
Morningstar’s Analysis AFGZX
Will AFGZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 5.88 | 1M | Technology |
GE Vernova Inc | 5.12 | 1M | Industrials |
Broadcom Inc | 4.09 | 832,355 | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.92 | 797,665 | Technology |
Amazon.com Inc | 3.77 | 768,674 | Consumer Cyclical |
SK Hynix Inc | 3.69 | 751,727 | Technology |
BWX Technologies Inc | 3.47 | 706,730 | Industrials |
Hitachi Ltd | 3.37 | 685,701 | Industrials |
Analog Devices Inc | 3.24 | 660,913 | Technology |
Ascendis Pharma AS | 3.20 | 651,898 | Healthcare |
United States