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Alger Dynamic Opportunities A SPEDX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 18.43  /  +0.38 %
  • Total Assets 8.4 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 2.000%
  • Distribution Fee Level Low
  • 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 Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis SPEDX

Will SPEDX outperform in future?

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

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.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings SPEDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

54.21 135.9 Mil
Cash and Equivalents

TransDigm Group Inc

3.41 8.5 Mil
Industrials

Amazon.com Inc

3.13 7.8 Mil
Consumer Cyclical

Glaukos Corp

2.57 6.4 Mil
Healthcare

Microsoft Corp

2.35 5.9 Mil
Technology

Progyny Inc

2.07 5.2 Mil
Healthcare

ACADIA Pharmaceuticals Inc

2.02 5.1 Mil
Healthcare

FirstService Corp Ordinary Shares

1.88 4.7 Mil
Real Estate

NVIDIA Corp

1.83 4.6 Mil
Technology

Vertex Inc Class A

1.64 4.1 Mil
Technology