AOFAX – Fund Analysis – Alger Small Cap Focus A | Morningstar

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Will AOFAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOFAX’s performance objective and investment process is for both security selection and portfolio construction.
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The People Pillar is our evaluation of the AOFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
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Intriguing but a bit puzzling.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Alger Small Cap Focus remains a fairly attractive small-growth offering, but it comes with caveats.

by Tony Thomas

Rated on Apr 9, 2024 Published on Apr 9, 2024

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