Morningstar

Alger Small Cap Growth Institutional Fund Class I ALSRX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $20.25  /  −2.27 %
  • Fund Size $76.1M
  • Adjusted Expense Ratio 1.390%
  • Net Expense Ratio 1.390%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis ALSRX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings ALSRX

More ALSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

6.45 5M
Cash and Equivalents

Forte Biosciences Inc Ordinary Shares

4.40 4M
Healthcare

Chime Financial Inc Ordinary Shares - Class A

4.18 3M
Technology

Guardant Health Inc

3.18 3M
Healthcare

Gates Industrial Corp Ltd

2.94 2M
Industrials

Victoria's Secret & Co

2.70 2M
Consumer Cyclical

RBC Bearings Inc

2.57 2M
Industrials

Tutor Perini Corp

2.50 2M
Industrials

Adaptive Biotechnologies Corp

2.27 2M
Healthcare

Absci Corp

1.80 1M
Healthcare

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