Morningstar

Alger SmallCap Growth Institutional Fund Class Z-2 AISZX

Medalist Rating as of Aug 31, 2026 See Alger Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have a total market capitalization range of the Russell 2000 Growth Index. The Russell 2000 Growth Index is a broad-based index of small capitalization stocks.

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
ALSRX	Alger Small Cap Growth Institutional Fund Class I	Institutional	Open			Nov 8, 1993	$44.93M	1.390%	High	$0	−$7.55M
AISZX	Alger SmallCap Growth Institutional Fund Class Z-2	Institutional	Open			Aug 1, 2016	$28.55M	1.000%	Above Average	$500,000	−$7.36M
ASIRX	Alger Small Cap Growth Institutional Fund Class R	Retirement, Medium	Open			Jan 27, 2003	$2.65M	1.860%	High	$0	−$171,696.35

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