AGIFX – Alger Responsible Investing I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance (“ESG”) rating of average or above by a third-party ESG rating agency (an “ESG Rating Agency”) that also demonstrate, in the view of the Manager, promising growth potential. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AGIFX	Alger Responsible Investing Fund Class I	Institutional	Open			Sep 24, 2008	$5.84M	1.100%	High	$0	−$318,525.54
ALGZX	Alger Responsible Investing Fund Class Z	Institutional	Open			Oct 14, 2016	$64.80M	0.930%	High	$500,000	$22.71M
SPEGX	Alger Responsible Investing Fund Class A	Front Load	Open			Dec 4, 2000	$64.46M	1.100%	Above Average	$1,000	$2.17M
AGFCX	Alger Responsible Investing Fund Class C	Level Load	Open			Sep 24, 2008	$933,880.00	2.030%	High	$1,000	−$608,971.67

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