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Alger Capital Appreciation Ptfl I-2 ALVOX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
117.83  /  1.67 %
Total Assets
691.4 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
High
Longest Manager Tenure
16.81 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
90%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:14 PM GMT+00:00

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Morningstar’s Analysis

Will ALVOX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALVOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the ALVOX 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

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The Parent Pillar is our rating of ALVOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Alger Manager Will Stay at the Firm After All; Strategy Ratings Unchanged

Analyst

Analyst Note

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In a surprising turn of events, Ankur Crawford reprised her role as comanager on Alger Spectra and Alger Capital Appreciation on March 31, 2021, shortly after her announced departure from the firm. The strategies’ Above Average People and Process Pillar ratings remain intact, as do their Morningstar Analyst Ratings, which range from Bronze to Neutral.

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