Alger Mid Cap Focus could be getting back to basics, but investors should wait to see whether the changes stick.
Alger Mid Cap Focus I AFOIX
- NAV / 1-Day Return 15.57 / +1.76 %
- Total Assets 275.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.120%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 121%
USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 12:55 AM GMT+0
Morningstar’s Analysis AFOIX
Will AFOIX outperform in 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 31.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash | 6.33 | 18.3 Mil | Cash and Equivalents |
Vertiv Holdings Co Class A | 4.46 | 12.9 Mil | Industrials |
Natera Inc | 3.78 | 10.9 Mil | Healthcare |
Advanced Micro Devices Inc | 3.23 | 9.3 Mil | Technology |
Heico Corp | 3.08 | 8.9 Mil | Industrials |
Cadence Design Systems Inc | 2.97 | 8.5 Mil | Technology |
Axon Enterprise Inc | 2.94 | 8.5 Mil | Industrials |
AppFolio Inc Class A | 2.91 | 8.4 Mil | Technology |
Old Dominion Freight Line Inc Ordinary Shares | 2.79 | 8.0 Mil | Industrials |
Shopify Inc Registered Shs -A- Subord Vtg | 2.74 | 7.9 Mil | Technology |