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Alger Small Cap Growth Institutional R ASIRX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 12.00  /  +1.27 %
  • Total Assets 128.5 Mil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 30%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis ASIRX

Will ASIRX outperform in future?

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

Strength in Alger Small Cap Growth Institutional R's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings ASIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

4.40 5.5 Mil
Technology

SPS Commerce Inc

4.12 5.1 Mil
Technology

Chime Financial Inc Series G Pfd Stock

3.37 4.2 Mil
Corporate

Wingstop Inc

3.23 4.0 Mil
Consumer Cyclical

Bio-Techne Corp

2.73 3.4 Mil
Healthcare

Heico Corp

2.49 3.1 Mil
Industrials

Shake Shack Inc Class A

2.29 2.8 Mil
Consumer Cyclical

Live Nation Entertainment Inc

2.10 2.6 Mil
Communication Services

Cabaletta Bio Inc Ordinary Shares

1.99 2.5 Mil
Healthcare

Take-Two Interactive Software Inc

1.79 2.2 Mil
Communication Services