A strategy that’s well within its manager’s wheelhouse makes Alger Small Cap Focus an attractive long-term investment. The U.S. mutual fund earns Morningstar Analyst Ratings of Silver or Bronze, depending on share class fees; its Luxembourg offering gets mostly Bronze ratings (and one Neutral).
- NAV / 1-Day Return 16.76 / 0.71 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.840%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield —
- Turnover 38%
Morningstar’s Analysis AGOZX
Will AGOZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 54
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector