ATVPX – Alger 35 Z Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests in a 35-stock portfolio of equity securities of companies of any market capitalization that the manager believes are undergoing Positive Dynamic Change. Equity securities include common or preferred stocks, or securities convertible into or exchangeable for equity securities, including warrants and rights. The fund may invest in companies whose securities are traded on domestic or foreign exchanges. It is non-diversified.

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
ATVPX	Alger 35 Fund Class Z	Institutional	Open			Mar 29, 2018	$50.12M	0.550%	Below Average	$500,000	−$4.70M

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