Alger Mid Cap Focus could be getting back to basics, but investors should wait to see whether the changes stick.
Alger Mid Cap Focus Z AFOZX
- NAV / 1-Day Return 15.31 / +2.75 %
- Total Assets 224.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- 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 —
- Turnover 121%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vertiv Holdings Co Class A | 5.23 | 13.7 Mil | Industrials |
Diamondback Energy Inc | 3.97 | 10.4 Mil | Energy |
Cadence Design Systems Inc | 3.29 | 8.6 Mil | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 3.26 | 8.5 Mil | Technology |
Natera Inc | 3.16 | 8.3 Mil | Healthcare |
Heico Corp | 3.14 | 8.2 Mil | Industrials |
Advanced Micro Devices Inc | 3.10 | 8.1 Mil | Technology |
AppFolio Inc Class A | 2.90 | 7.6 Mil | Technology |
Old Dominion Freight Line Inc Ordinary Shares | 2.71 | 7.1 Mil | Industrials |
ServiceNow Inc | 2.66 | 7.0 Mil | Technology |