AIGOX – Alger Growth & Income I-2 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation and current income. The fund invests primarily in equity securities such as common or preferred stocks which the advisor believes offer opportunities for capital appreciation and which also pay dividends. It is a fundamental policy of the fund to invest at least 65% of its total assets in dividend paying equity securities. The fund may invest up to 35% of its total assets in equity securities that do not pay dividends or in money market instruments and repurchase agreements.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AIGOX	Alger Growth & Income Portfolio I-2	Institutional	Open			Nov 15, 1988	$50.49M	0.760%	Above Average	$500,000	−$4.56M

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