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Alger Mid Cap Growth I-2 AMGOX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 18.15  /  +0.17 %
  • Total Assets 141.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield
  • Turnover 157%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:10 PM GMT+0

Morningstar’s Analysis AMGOX

Will AMGOX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Alger Mid Cap Growth I-2 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings AMGOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alger Mid Cap 40 ETF

3.20 4.0 Mil

FirstService Corp Ordinary Shares

3.12 3.9 Mil
Real Estate

Constellation Software Inc

2.96 3.7 Mil
Technology

Diamondback Energy Inc

2.86 3.6 Mil
Energy

Cadence Design Systems Inc

2.59 3.2 Mil
Technology

Globant SA

2.49 3.1 Mil
Technology

West Pharmaceutical Services Inc

2.47 3.1 Mil
Healthcare

Amphenol Corp Class A

2.44 3.1 Mil
Technology

MSCI Inc

2.43 3.0 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

2.40 3.0 Mil
Financial Services