Morningstar

Alger Weatherbie Specialized Growth FundClass C ALMCX

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

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. Smallcap or midcap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index, respectively, as reported by the indexes as of the most recent quarter-end.

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
ASIMX	Alger Weatherbie Specialized Growth Fund Class I	Institutional	Open			Aug 6, 2007	$3.95M	1.340%	High	$0	−$5.04M
ASMZX	Alger Weatherbie Specialized Growth Fund Class Z	Institutional	Open			Dec 29, 2010	$126.37M	0.960%	Above Average	$500,000	−$79.19M
ASYMX	Alger Weatherbie Specialized Growth Fund Class Y	Institutional	Open			Aug 30, 2017	$15.77M	0.880%	Below Average	$500,000	−$22.17M
ALMAX	Alger Weatherbie Specialized Growth Fund Class A	Front Load	Open			May 8, 2002	$53.67M	1.300%	Above Average	$1,000	−$16.41M
ALMCX	Alger Weatherbie Specialized Growth FundClass C	Level Load	Open			May 8, 2002	$10.19M	2.080%	Above Average	$1,000	−$8.27M

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