Morningstar

Alger International Opportunities Fund Class I AIGIX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $20.70  /  −0.34 %
  • Fund Size $169.4M
  • Adjusted Expense Ratio 1.270%
  • Net Expense Ratio 1.270%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

Morningstar’s Analysis AIGIX

Will AIGIX 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 AIGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger International Opportunities I 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.

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Portfolio Holdings AIGIX

More AIGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

8.05 15M
Technology

Mizuho Financial Group Inc

3.79 7M
Financial Services

HSBC Holdings PLC

3.54 6M
Financial Services

Hitachi Ltd

3.30 6M
Industrials

Advantest Corp

3.01 5M
Technology

Siemens Energy AG Ordinary Shares

3.00 5M
Industrials

National Bank of Greece SA

2.96 5M
Financial Services

Coca-Cola HBC AG

2.93 5M
Consumer Defensive

Credicorp Ltd

2.92 5M
Financial Services

FinecoBank SpA

2.88 5M
Financial Services

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