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Morningstar

Alger Weatherbie Specialized Growth C ALMCX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 5.93  /  0.00
  • Total Assets 595.0 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • 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 —
  • Turnover 56%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 9:56 PM GMT+0

Morningstar’s Analysis ALMCX

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

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.

Weakness in Alger Weatherbie Specialized Growth C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ALMCX

More ALMCX Holdings
  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPS Commerce Inc

5.98
40,891,110
Technology

Progyny Inc

5.80
39,629,070
Healthcare

FirstService Corp Ordinary Shares

5.77
39,397,269
Real Estate

Casella Waste Systems Inc Class A

5.43
37,108,469
Industrials

Glaukos Corp

5.34
36,497,404
Healthcare

Flywire Corp

4.97
33,935,877
Technology

SiteOne Landscape Supply Inc

4.92
33,627,477
Industrials

Novanta Inc

4.54
30,997,653
Technology

Planet Fitness Inc Class A

3.96
27,049,644
Consumer Cyclical

Cash

3.64
24,852,304
Cash and Equivalents