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Alger Mid Cap Focus I AFOIX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 12.59  /  0.79 %
  • Total Assets 224.1 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 268%

Morningstar’s Analysis AFOIX

Will AFOIX outperform in future?

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

Not what one would have expected.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Decreased conviction in this team and its approach to mid-cap equities drop Alger Mid Cap Focus’s Morningstar Analyst Rating to Neutral from Silver or Bronze.

Rated on Published on

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Portfolio Holdings AFOIX

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.19
12,080,761
Healthcare
3.86
11,123,539
Industrials
3.57
10,287,497
Energy
2.81
8,093,932
Technology
2.68
7,733,666
Industrials
2.67
7,713,465
Technology
2.66
7,681,884
Technology