Alger Mid Cap Focus’ continued personnel and portfolio changes are concerning. As such, both its People and Process ratings have dropped to Below Average from Average.
Alger Mid Cap Focus Fund Class Z AFOZX
- NAV / 1-Day Return 22.97 / −0.65 %
- Total Assets 343.1M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.820%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 265%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:03 AM GMT+0
Morningstar’s Analysis AFOZX
Will AFOZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 4.17 | 12M | Cash and Equivalents |
Vertiv Holdings Co Class A | 4.16 | 12M | Industrials |
Comfort Systems USA Inc | 3.42 | 10M | Industrials |
Cloudflare Inc | 3.29 | 10M | Technology |
FTAI Aviation Ltd | 3.22 | 10M | Industrials |
Databricks | 3.16 | 9M | — |
Amphenol Corp Class A | 3.15 | 9M | Technology |
Magnolia Oil & Gas Corp Class A | 3.11 | 9M | Energy |
RBC Bearings Inc | 3.10 | 9M | Industrials |
Biogen Inc | 2.93 | 9M | Healthcare |
United States