Alger Small Cap Growth A 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 Small Cap Growth Fund Class A ALSAX
- NAV / 1-Day Return 12.52 / +0.32 %
- Total Assets 191.7M
-
Adj. Expense Ratio
1.320%
- Expense Ratio 1.320%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 38%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:54 AM GMT+0
Morningstar’s Analysis ALSAX
Will ALSAX 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 ALSAX 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 ALSAX’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 26.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
RBC Bearings Inc | 4.46 | 8M | Industrials |
Tutor Perini Corp | 3.21 | 6M | Industrials |
Natera Inc | 2.51 | 4M | Healthcare |
Bombardier Inc Registered Shs -B- Subord Vtg | 2.47 | 4M | Industrials |
Nebius Group NV Shs Class-A- | 2.44 | 4M | Communication Services |
Forte Biosciences Inc Ordinary Shares | 2.38 | 4M | Healthcare |
Nuvalent Inc Class A | 2.33 | 4M | Healthcare |
Fabrinet | 2.30 | 4M | Technology |
Insmed Inc | 2.28 | 4M | Healthcare |
CSW Industrials Inc | 2.27 | 4M | Industrials |
United States