AGOZX – Alger Small Cap Focus Z Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization range of the Russell 2000 Growth Index. The Russell 2000 Growth Index is a broad-based index of small capitalization stocks. It invests at least 25% of its total assets in technology companies focused in the fields of medicine and information.

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
AOFIX	Alger Small Cap Focus Fund Class I	Institutional	Open			Mar 3, 2008	$22.48M	1.220%	High	$0	−$7.55M
AGOZX	Alger Small Cap Focus Fund Class Z	Institutional	Open			Dec 29, 2010	$587.37M	0.880%	Below Average	$500,000	−$211.02M
AOFYX	Alger Small Cap Focus Fund Class Y	Institutional	Open			Feb 28, 2017	$26.80M	0.860%	Below Average	$500,000	−$5.54M
AOFAX	Alger Small Cap Focus Fund Class A	Front Load	Open			Mar 3, 2008	$132.90M	1.300%	Above Average	$1,000	−$7.43M
AOFCX	Alger Small Cap Focus Fund Class C	Level Load	Open			Mar 3, 2008	$26.31M	2.000%	Average	$1,000	−$18.77M

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