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 24.65 / −1.20 %
- Total Assets 19.3M
-
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 Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:59 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
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 5.25 | 1M | Consumer Cyclical |
NVIDIA Corp | 4.14 | 822,071 | Technology |
Cash | 4.11 | 815,582 | Cash and Equivalents |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.10 | 814,160 | Technology |
Broadcom Inc | 3.91 | 776,224 | Technology |
GE Vernova Inc | 3.73 | 740,737 | Industrials |
Hitachi Ltd | 3.67 | 728,068 | Industrials |
Coca-Cola HBC AG | 3.40 | 675,704 | Consumer Defensive |
Cardinal Health Inc | 3.13 | 620,621 | Healthcare |
Analog Devices Inc | 3.04 | 603,655 | Technology |
United States