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Morningstar

Alger Mid Cap Growth I-2 AMGOX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 17.65  /  +0.86 %
  • Total Assets 133.9 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 72%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AMGOX

More AMGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alger Mid Cap 40 ETF

3.26 4.4 Mil
—

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Technology

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Industrials

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Real Estate

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Industrials

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Healthcare

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Diamondback Energy Inc

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Marvell Technology Inc

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Technology