Alger Dynamic Opportunities Fund Class A SPEDX

Morningstar Medalist Rating
  • NAV / 1-Day Return$21.20  /  −0.24%
  • Fund Size$199.7M
  • Adjusted Expense Ratio1.670%
  • Net Expense Ratio2.000%
  • Fee Level: DistributionAverage
  • Share Class TypeFront Load
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.09%
  • Turnover Ratio377%

Morningstar’s Analysis SPEDX

Will SPEDX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Dynamic Opportunities A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPEDX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

57.28128M
Cash and Equivalents

Alphabet Inc Class A

4.119M
Communication Services

Amazon.com Inc

4.119M
Consumer Cyclical

NVIDIA Corp

3.919M
Technology

SB Technology Corp

2.576M
Technology

Broadcom Inc

2.255M
Technology

Nebius Group NV Shs Class-A-

2.004M
Communication Services

MongoDB Inc Class A

1.944M
Technology

Snowflake Inc Ordinary Shares

1.934M
Technology

Biogen Inc

1.854M
Healthcare

Sponsor Center