Morningstar

Alger Mid Cap Growth Fund Class Z AMCZX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $19.01  /  +0.58 %
  • Fund Size $286.1M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 89%
NAV and 1-Day Return as of

Morningstar’s Analysis AMCZX

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

  • People Pillar

    The People Pillar is our evaluation of the AMCZX 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 AMCZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Mid Cap Growth Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings AMCZX

More AMCZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

3.91 12M
Technology

GFL Environmental Inc

3.02 9M
Industrials

Comfort Systems USA Inc

2.89 9M
Industrials

Snowflake Inc Ordinary Shares

2.88 8M
Technology

RBC Bearings Inc

2.81 8M
Industrials

Viking Holdings Ltd

2.70 8M
Consumer Cyclical

Repligen Corp

2.49 7M
Healthcare

Spotify Technology SA

2.49 7M
Communication Services

West Pharmaceutical Services Inc

2.41 7M
Healthcare

Verisk Analytics Inc

2.31 7M
Industrials

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