Alger Global Equity C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Alger Global Equity Fund Class C CHUCX
- NAV / 1-Day Return 25.30 / +0.40 %
- Total Assets 20.2M
-
Adj. Expense Ratio
2.250%
- Expense Ratio 2.250%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 87%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:54 AM GMT+0
Morningstar’s Analysis CHUCX
Will CHUCX 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 CHUCX 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 CHUCX’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 38.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 5.84 | 1M | Technology |
GE Vernova Inc | 4.74 | 876,020 | Industrials |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.83 | 708,571 | Technology |
Kongsberg Gruppen ASA | 3.77 | 697,412 | Industrials |
BWX Technologies Inc | 3.70 | 685,042 | Industrials |
Ascendis Pharma AS ADR | 3.64 | 673,152 | Healthcare |
Hitachi Ltd | 3.51 | 648,289 | Industrials |
Broadcom Inc | 3.41 | 630,162 | Technology |
Amazon.com Inc | 3.36 | 621,478 | Consumer Cyclical |
HSBC Holdings PLC | 3.16 | 583,946 | Financial Services |
United States