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Alger Small Cap Growth B ALSCX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 6.39  /  −4.05 %
  • Total Assets 305.0 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield
  • Turnover 30%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis ALSCX

Will ALSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Alger Small Cap Growth B's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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.

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Portfolio Holdings ALSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

4.97 15.1 Mil
Technology

Heico Corp

4.18 12.7 Mil
Industrials

Wingstop Inc

3.40 10.3 Mil
Consumer Cyclical

SPS Commerce Inc

2.99 9.1 Mil
Technology

Shake Shack Inc Class A

2.76 8.3 Mil
Consumer Cyclical

Bio-Techne Corp

2.67 8.1 Mil
Healthcare

Vertex Inc Class A

2.08 6.3 Mil
Technology

Live Nation Entertainment Inc

2.04 6.2 Mil
Communication Services

Veeva Systems Inc Class A

1.96 5.9 Mil
Healthcare

AppFolio Inc Class A

1.93 5.8 Mil
Technology