Alger Spectra Fund Class A SPECX

Morningstar Medalist Rating
  • NAV / 1-Day Return$32.84  /  −4.59%
  • Fund Size$3.8B
  • Adjusted Expense Ratio1.240%
  • Net Expense Ratio1.530%
  • Fee Level: DistributionHigh
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio51%

Morningstar’s Analysis SPECX

Will SPECX outperform in the future?

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

Riding the growth wave.

 Sbidag Demerjian

Sbidag Demerjian

Summary

Alger Spectra benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPECX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.46730M
Technology

Microsoft Corp

9.85436M
Technology

Apple Inc

6.89305M
Technology

Amazon.com Inc

4.29190M
Consumer Cyclical

Alphabet Inc Class C

4.25188M
Communication Services

Meta Platforms Inc Class A

4.20186M
Communication Services

Nebius Group NV Shs Class-A-

4.18185M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.97176M
Technology

Broadcom Inc

3.15140M
Technology

Western Digital Corp

3.15140M
Technology

Sponsor Center