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Morningstar

Alger Dynamic Opportunities A SPEDX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 18.51  /  +0.43 %
  • Total Assets 209.1 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 2.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 351%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 1:20 AM GMT+0

Morningstar’s Analysis SPEDX

Will SPEDX 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 SPEDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Strength in Alger Dynamic Opportunities A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPEDX

More SPEDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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