Morningstar

Alger Mid Cap Growth Portfolio Class I-2 AMGOX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 24.90  /  −0.80 %
  • Total Assets 156.2M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.900%
  • 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 0.00
  • Turnover 88%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:40 AM GMT+0

Morningstar’s Analysis AMGOX

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

  • People Pillar

    The People Pillar is our evaluation of the AMGOX 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 AMGOX’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 I-2 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings AMGOX

More AMGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RBC Bearings Inc

4.04 6M
Industrials

Vertiv Holdings Co Class A

3.99 6M
Industrials

Comfort Systems USA Inc

3.77 6M
Industrials

Howmet Aerospace Inc

3.57 5M
Industrials

Cloudflare Inc

3.31 5M
Technology

GFL Environmental Inc

3.14 5M
Industrials

TKO Group Holdings Inc

2.77 4M
Communication Services

Monolithic Power Systems Inc

2.66 4M
Technology

O'Reilly Automotive Inc

2.54 4M
Consumer Cyclical

Hilton Worldwide Holdings Inc

2.49 4M
Consumer Cyclical

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