ASPIX – Alger Spectra I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in the equity securities of companies of any size that the manager believes demonstrate promising growth potential. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. It may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, consumer discretionary, and healthcare sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ASPIX	Alger Spectra Fund Class I	Institutional	Open			Sep 24, 2008	$134.14M	1.540%	High	$0	−$17.92M
ASPZX	Alger Spectra Fund Class Z	Institutional	Open			Dec 29, 2010	$2.63B	0.890%	High	$500,000	−$65.82M
ASPYX	Alger Spectra Fund Class Y	Institutional	Open			Dec 3, 2018	$44.49M	0.830%	High	$500,000	$3.93M
SPECX	Alger Spectra Fund Class A	Front Load	Open			Jul 28, 1969	$1.66B	1.240%	High	$1,000	−$188.99M
ASPCX	Alger Spectra Fund Class C	Level Load	Open			Sep 24, 2008	$135.94M	2.010%	High	$1,000	−$59.05M

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