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Alger Small Cap Growth Institutional I ALSRX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 16.59  /  +0.79 %
  • Total Assets 101.4 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 30%

USD | NAV as of Jul 24, 2024 | 1-Day Return as of Jul 24, 2024, 12:50 AM GMT+0

Morningstar’s Analysis ALSRX

Will ALSRX outperform in future?

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

Strength in Alger Small Cap Growth Institutional I'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 second-highest quintile among peers.

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Portfolio Holdings ALSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wingstop Inc

5.31 5.5 Mil
Consumer Cyclical

Chime Financial Inc Series G Pfd Stock

4.12 4.3 Mil
Corporate

Manhattan Associates Inc

4.01 4.2 Mil
Technology

Shake Shack Inc Class A

3.57 3.7 Mil
Consumer Cyclical

SPS Commerce Inc

2.99 3.1 Mil
Technology

Gates Industrial Corp PLC

2.41 2.5 Mil
Industrials

Kura Sushi USA Inc Ordinary Shares - Class A

2.40 2.5 Mil
Consumer Cyclical

Bio-Techne Corp

2.27 2.3 Mil
Healthcare

Q2 Holdings Inc

2.09 2.2 Mil
Technology

Vertex Inc Class A

2.01 2.1 Mil
Technology