Alger Small Cap Growth Institutional I 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 Institutional Fund Class I ALSRX
- NAV / 1-Day Return 18.87 / +2.54 %
- Total Assets 74.5M
-
Adj. Expense Ratio
1.390%
- Expense Ratio 1.390%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 39%
USD | NAV as of Jun 15, 2026 | 1-Day Return as of Jun 15, 2026, 10:52 PM GMT+0
Morningstar’s Analysis ALSRX
Will ALSRX 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 ALSRX 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 ALSRX’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 30.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
RBC Bearings Inc | 4.79 | 3M | Industrials |
Chime Financial Inc Ordinary Shares - Class A | 4.25 | 3M | Technology |
Guardant Health Inc | 3.50 | 2M | Healthcare |
Gates Industrial Corp PLC | 2.97 | 2M | Industrials |
Tutor Perini Corp | 2.88 | 2M | Industrials |
Insmed Inc | 2.62 | 2M | Healthcare |
Nuvalent Inc Class A | 2.42 | 2M | Healthcare |
Bombardier Inc Registered Shs -B- Subord Vtg | 2.33 | 2M | Industrials |
Forte Biosciences Inc Ordinary Shares | 2.26 | 1M | Healthcare |
Natera Inc | 2.23 | 1M | Healthcare |
United States