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.
Alger Small Cap Growth Fund Class Y ASCYX
- NAV / 1-Day Return 12.93 / +0.62 %
- Total Assets 185.0M
-
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 Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:51 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
RBC Bearings Inc | 4.46 | 8M | Industrials |
Tutor Perini Corp | 3.21 | 6M | Industrials |
Natera Inc | 2.51 | 4M | Healthcare |
Bombardier Inc Registered Shs -B- Subord Vtg | 2.47 | 4M | Industrials |
Nebius Group NV Shs Class-A- | 2.44 | 4M | Communication Services |
Forte Biosciences Inc Ordinary Shares | 2.38 | 4M | Healthcare |
Nuvalent Inc Class A | 2.33 | 4M | Healthcare |
Fabrinet | 2.30 | 4M | Technology |
Insmed Inc | 2.28 | 4M | Healthcare |
CSW Industrials Inc | 2.27 | 4M | Industrials |
United States