Morningstar

Alger Small Cap Growth Fund Class A ALSAX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $13.22  /  −2.00 %
  • Fund Size $193.7M
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 1.320%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis ALSAX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings ALSAX

More ALSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.93 12M
Cash and Equivalents

Forte Biosciences Inc Ordinary Shares

4.77 10M
Healthcare

Tutor Perini Corp

2.83 6M
Industrials

Victoria's Secret & Co

2.61 5M
Consumer Cyclical

Adaptive Biotechnologies Corp

2.46 5M
Healthcare

Absci Corp

2.45 5M
Healthcare

RBC Bearings Inc

2.34 5M
Industrials

Twist Bioscience Corp

2.27 5M
Healthcare

CSW Industrials Inc

2.26 5M
Industrials

Gates Industrial Corp Ltd

2.00 4M
Industrials

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