Alger Health Sciences Z 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.
Alger Health Sciences Fund Class Z AHSZX
- NAV / 1-Day Return $31.19 / +0.68 %
- Fund Size $89.3M
- Adjusted Expense Ratio 0.760%
- Net Expense Ratio 0.760%
- Fee Level: Distribution Below Average
- Share Class Type Institutional
- Morningstar Category Health
- Equity Style Box (Funds) Mid Blend
- Minimum Initial Investment $500,000
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 289%
Morningstar’s Analysis AHSZX
Will AHSZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |
United States