Morningstar

Alger SmallCap Growth Institutional Fund Class Z-2 AISZX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $21.09  /  −2.27 %
  • Fund Size $76.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis AISZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger SmallCap Growth Institutional Z-2 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
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Portfolio Holdings AISZX

More AISZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

6.45 5M
Cash and Equivalents

Forte Biosciences Inc Ordinary Shares

4.40 4M
Healthcare

Chime Financial Inc Ordinary Shares - Class A

4.18 3M
Technology

Guardant Health Inc

3.18 3M
Healthcare

Gates Industrial Corp Ltd

2.94 2M
Industrials

Victoria's Secret & Co

2.70 2M
Consumer Cyclical

RBC Bearings Inc

2.57 2M
Industrials

Tutor Perini Corp

2.50 2M
Industrials

Adaptive Biotechnologies Corp

2.27 2M
Healthcare

Absci Corp

1.80 1M
Healthcare

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