Skip to Content

Alger Mid Cap Focus Z AFOZX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 15.10  /  −0.13 %
  • Total Assets 224.1 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield
  • Turnover 121%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:10 PM GMT+0

Morningstar’s Analysis AFOZX

Will AFOZX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AFOZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

4.22 10.9 Mil
Healthcare

Vertiv Holdings Co Class A

4.14 10.6 Mil
Industrials

Diamondback Energy Inc

4.07 10.5 Mil
Energy

Cadence Design Systems Inc

3.36 8.7 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

3.21 8.2 Mil
Technology

Heico Corp

3.05 7.8 Mil
Industrials

AppFolio Inc Class A

2.93 7.5 Mil
Technology

Ansys Inc

2.76 7.1 Mil
Technology

Old Dominion Freight Line Inc Ordinary Shares

2.75 7.1 Mil
Industrials

Agilysys Inc

2.75 7.1 Mil
Technology