Morningstar

Alger Small Cap Growth Fund Class Y ASCYX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 15.09  /  +1.28 %
  • Total Assets 205.8M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 38%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis ASCYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Small Cap Growth Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ASCYX

More ASCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.93 12M
Cash and Equivalents

Forte Biosciences Inc Ordinary Shares

4.77 10M
Healthcare

Tutor Perini Corp

2.83 6M
Industrials

Victoria's Secret & Co

2.61 5M
Consumer Cyclical

Adaptive Biotechnologies Corp

2.46 5M
Healthcare

Absci Corp

2.45 5M
Healthcare

RBC Bearings Inc

2.34 5M
Industrials

Twist Bioscience Corp

2.27 5M
Healthcare

CSW Industrials Inc

2.26 5M
Industrials

Gates Industrial Corp Ltd

2.00 4M
Industrials

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