Alger Weatherbie Specialized Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Alger Weatherbie Specialized Growth FundClass C ALMCX
- NAV / 1-Day Return 7.57 / −3.69 %
- Total Assets 254.5M
-
Adj. Expense Ratio
2.080%
- Expense Ratio 2.080%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 69%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:03 AM GMT+0
Morningstar’s Analysis ALMCX
Will ALMCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ALMCX 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 ALMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
FirstService Corp Ordinary Shares | 5.68 | 15M | Real Estate |
Casella Waste Systems Inc Class A | 4.88 | 13M | Industrials |
Legence Corp Ordinary Shares - Class A | 4.54 | 12M | Industrials |
AAR Corp | 4.38 | 11M | Industrials |
Artivion Inc | 4.35 | 11M | Healthcare |
Stride Inc | 3.67 | 10M | Consumer Defensive |
ACADIA Pharmaceuticals Inc | 3.66 | 9M | Healthcare |
DigitalOcean Holdings Inc | 3.58 | 9M | Technology |
Cardinal Infrastructure Group Inc Ordinary Shares- Class A | 3.29 | 9M | Industrials |
Cash | 2.85 | 7M | Cash and Equivalents |
United States