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Alger Small Cap Growth C AGSCX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 6.06  /  +0.83 %
  • Total Assets 298.7 Mil
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 2.120%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 30%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:57 AM GMT+0

Morningstar’s Analysis AGSCX

Will AGSCX outperform in future?

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

Strength in Alger Small Cap Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

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 highest quintile among peers.

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Portfolio Holdings AGSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

4.80 15.7 Mil
Technology

Heico Corp

4.17 13.6 Mil
Industrials

Wingstop Inc

3.92 12.9 Mil
Consumer Cyclical

Shake Shack Inc Class A

3.59 11.7 Mil
Consumer Cyclical

Vertex Inc Class A

2.67 8.7 Mil
Technology

Bio-Techne Corp

2.59 8.5 Mil
Healthcare

Live Nation Entertainment Inc

2.06 6.7 Mil
Communication Services

SPS Commerce Inc

1.99 6.5 Mil
Technology

AppFolio Inc Class A

1.97 6.4 Mil
Technology

Cabaletta Bio Inc Ordinary Shares

1.92 6.3 Mil
Healthcare