Alger Focus Equity benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.
Alger Focus Equity Fund Class Z ALZFX
- NAV / 1-Day Return 124.74 / −0.22 %
- Total Assets 7.1B
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.660%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 134%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:02 AM GMT+0
Morningstar’s Analysis ALZFX
Will ALZFX 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 ALZFX 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 ALZFX’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 61.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.87 | 695M | Technology |
Microsoft Corp | 7.62 | 381M | Technology |
Amazon.com Inc | 6.64 | 332M | Consumer Cyclical |
Alphabet Inc Class C | 6.02 | 302M | Communication Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 5.19 | 260M | Technology |
Nebius Group NV Shs Class-A- | 4.98 | 249M | Communication Services |
Apple Inc | 4.50 | 225M | Technology |
Broadcom Inc | 4.42 | 221M | Technology |
Western Digital Corp | 4.07 | 204M | Technology |
Meta Platforms Inc Class A | 3.91 | 196M | Communication Services |
United States