Morningstar

Alger Small Cap Growth Fund Class B ALSCX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 9.26  /  +3.23 %
  • Total Assets 205.3M
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 38%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:35 AM GMT+0

Morningstar’s Analysis ALSCX

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

  • People Pillar

    The People Pillar is our evaluation of the ALSCX 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 ALSCX’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 B 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.

by Morningstar Automated Analysis
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Portfolio Holdings ALSCX

More ALSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RBC Bearings Inc

4.42 8M
Industrials

Tutor Perini Corp

3.47 7M
Industrials

Nebius Group NV Shs Class-A-

2.92 6M
Communication Services

Fabrinet

2.71 5M
Technology

Bloom Energy Corp Class A

2.45 5M
Industrials

Natera Inc

2.32 4M
Healthcare

CSW Industrials Inc

2.28 4M
Industrials

Forte Biosciences Inc Ordinary Shares

2.20 4M
Healthcare

FTAI Aviation Ltd

2.07 4M
Industrials

Nuvalent Inc Class A

2.05 4M
Healthcare

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