ALGYX – Alger Focus Equity Y Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities. The fund is non-diversified.

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
ALGRX	Alger Focus Equity Fund Class I	Institutional	Open			Nov 8, 1993	$592.92M	0.950%	High	$0	$191.71M
ALZFX	Alger Focus Equity Fund Class Z	Institutional	Open			Dec 31, 2012	$5.76B	0.660%	Average	$500,000	$2.17B
ALGYX	Alger Focus Equity Fund Class Y	Institutional	Open			Feb 28, 2017	$1.04B	0.610%	Below Average	$500,000	$522.36M
ALAFX	Alger Focus Equity Fund Class A	Front Load	Open			Dec 31, 2012	$626.33M	0.990%	Average	$1,000	$148.84M
ALCFX	Alger Focus Equity Fund Class C	Level Load	Open			Dec 31, 2012	$219.74M	1.740%	Average	$1,000	$44.49M

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