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Morningstar

Alger Global Focus A CHUSX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 30.38  /  +1.23 %
  • Total Assets 20.7 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 1:20 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CHUSX

More CHUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.64 1.3 Mil
Technology

Amazon.com Inc

5.81 1.2 Mil
Consumer Cyclical

NVIDIA Corp

5.27 1.1 Mil
Technology

Alphabet Inc Class A

4.84 971,145
Communication Services

Eli Lilly and Co

4.59 920,917
Healthcare

Danaher Corp

3.51 705,087
Healthcare

Salesforce Inc

3.05 611,838
Technology

United Rentals Inc

2.77 555,768
Industrials

Ferrari NV

2.64 529,186
Consumer Cyclical

Stryker Corp

2.51 504,750
Healthcare