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Morningstar

Alger Health Sciences A AHSAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.02  /  1.01 %
  • Total Assets 167.8 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Health
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 241%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis AHSAX

Will AHSAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AHSAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AHSAX 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 AHSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Alger Health Sciences A to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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