Alger International Focus Z's recent fee cut isn't enough to offset its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Negative from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 16.75 / 0.42 %
- Total Assets 136.3 Mil
-
Adj. Expense Ratio
0.860%
- Expense Ratio 0.840%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 49%
Morningstar’s Analysis ALCZX
Will ALCZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 45
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector