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Morningstar

Alger Health Sciences C AHSCX

Morningstar Analyst Rating
Quantitative rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 13.28  /  0.97 %
  • Total Assets 168.9 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.760%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Health
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 241%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:59 PM GMT+00:00

Morningstar’s Analysis AHSCX

Will AHSCX 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 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.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Alger Health Sciences C to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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