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Morningstar

Alger Mid Cap Focus C ALOCX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 14.74  /  −1.60 %
  • Total Assets 275.9 Mil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 121%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 1:10 AM GMT+0

Morningstar’s Analysis ALOCX

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

  • People Pillar

    The People Pillar is our evaluation of the ALOCX 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 ALOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Back to familiar territory...perhaps.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Alger Mid Cap Focus could be getting back to basics, but investors should wait to see whether the changes stick.

by Tony Thomas
Rated on Published on

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Portfolio Holdings ALOCX

More ALOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology