Morningstar

Alger Health Sciences Fund Class C AHSCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $18.34  /  +0.66 %
  • Fund Size $89.3M
  • Adjusted Expense Ratio 1.960%
  • Net Expense Ratio 1.960%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Health
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 289%
NAV and 1-Day Return as of

Morningstar’s Analysis AHSCX

Will AHSCX outperform in the 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 AHSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Health Sciences C 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AHSCX

More AHSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

8.11 6M
Cash and Equivalents

Impulse Dynamics

4.27 3M
—

Merck & Co Inc

4.17 3M
Healthcare

Welltower Inc

4.12 3M
Real Estate

Johnson & Johnson

4.06 3M
Healthcare

Thermo Fisher Scientific Inc

4.00 3M
Healthcare

Bruker Corp

3.98 3M
Healthcare

Illumina Inc

3.95 3M
Healthcare

CVS Health Corp

3.69 3M
Healthcare

UnitedHealth Group Inc

3.61 3M
Healthcare

Sponsor Center