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Alger Small Cap Focus C AOFCX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 14.39  /  −0.96 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 68%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AOFCX

Will AOFCX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings AOFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pros Holdings Inc

5.38 86.0 Mil
Technology

RBC Bearings Inc

5.37 85.8 Mil
Industrials

AppFolio Inc Class A

4.42 70.7 Mil
Technology

Natera Inc

4.35 69.5 Mil
Healthcare

Wingstop Inc

3.52 56.4 Mil
Consumer Cyclical

Guidewire Software Inc

3.51 56.1 Mil
Technology

Repligen Corp

3.45 55.2 Mil
Healthcare

Clearwater Analytics Holdings Inc Class A

3.18 50.9 Mil
Technology

Agilysys Inc

3.12 50.0 Mil
Technology

Cabaletta Bio Inc Ordinary Shares

2.73 43.6 Mil
Healthcare