Alger Mid Cap Growth Institutional R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Alger Mid Cap Growth Institutional Fund Class R AGIRX
- NAV / 1-Day Return 22.98 / +2.45 %
- Total Assets 58.0M
-
Adj. Expense Ratio
1.870%
- Expense Ratio 1.870%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 91%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 1:10 AM GMT+0
Morningstar’s Analysis AGIRX
Will AGIRX 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 AGIRX 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 AGIRX’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 33.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
GFL Environmental Inc | 4.21 | 2M | Industrials |
RBC Bearings Inc | 3.88 | 2M | Industrials |
TKO Group Holdings Inc | 3.56 | 2M | Communication Services |
Cloudflare Inc | 3.49 | 2M | Technology |
Howmet Aerospace Inc | 3.44 | 2M | Industrials |
Vertiv Holdings Co Class A | 3.32 | 2M | Industrials |
Comfort Systems USA Inc | 3.05 | 2M | Industrials |
Natera Inc | 2.79 | 1M | Healthcare |
QXO Inc | 2.77 | 1M | Industrials |
O'Reilly Automotive Inc | 2.56 | 1M | Consumer Cyclical |
United States