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Alger Global Focus A CHUSX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 30.69  /  −0.13 %
  • Total Assets 21.3 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 37%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 1:27 AM GMT+0

Morningstar’s Analysis CHUSX

Will CHUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Alger Global Focus A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings CHUSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.80 1.4 Mil
Technology

Amazon.com Inc

5.96 1.3 Mil
Consumer Cyclical

NVIDIA Corp

5.23 1.1 Mil
Technology

Alphabet Inc Class A

4.67 989,346
Communication Services

Eli Lilly and Co

4.33 917,215
Healthcare

Salesforce Inc

3.23 685,184
Technology

United Rentals Inc

2.83 599,964
Industrials

Ferrari NV

2.62 554,952
Consumer Cyclical

MSCI Inc

2.60 549,801
Financial Services

Stryker Corp

2.53 536,805
Healthcare