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Morningstar

Alger Small Cap Focus I AOFIX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 17.37  /  −1.31 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 68%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis AOFIX

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

  • People Pillar

    The People Pillar is our evaluation of the AOFIX 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 AOFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 Published on

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Portfolio Holdings AOFIX

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