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Alger Mid Cap Focus Z AFOZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Alger Investment Hub

Morningstar’s Analysis AFOZX

Will AFOZX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFOZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AFOZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Back to familiar territory...perhaps.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Alger Mid Cap Focus could be getting back to basics, but investors should wait to see whether the changes stick.

by Tony Thomas
Rated on Published on

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