Morningstar

Alger 35 Fund Class Z ATVPX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return$20.32  /  +2.21%
  • Fund Size$42.0M
  • Adjusted Expense Ratio0.550%
  • Net Expense Ratio0.560%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$500,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio189%
NAV and 1-Day Return as of

Morningstar’s Analysis ATVPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger 35 Z holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings ATVPX

More ATVPX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings52.8
Top 10 Holdings
% Portfolio Weight
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