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Alger Mid Cap Growth Institutional R AGIRX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 16.97  /  +1.50 %
  • Total Assets 65.6 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 80%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:15 PM GMT+0

Morningstar’s Analysis AGIRX

Will AGIRX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Alger Mid Cap Growth Institutional R to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings AGIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FirstService Corp Ordinary Shares

3.05 1.9 Mil
Real Estate

Constellation Software Inc

2.96 1.8 Mil
Technology

GFL Environmental Inc

2.89 1.8 Mil
Industrials

Heico Corp

2.74 1.7 Mil
Industrials

Natera Inc

2.73 1.7 Mil
Healthcare

Diamondback Energy Inc

2.66 1.7 Mil
Energy

IDEXX Laboratories Inc

2.64 1.6 Mil
Healthcare

Amphenol Corp Class A

2.47 1.5 Mil
Technology

Globant SA

2.47 1.5 Mil
Technology

Cadence Design Systems Inc

2.45 1.5 Mil
Technology