Morningstar

Alger Dynamic Opportunities Fund Class A SPEDX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 23.21  /  −1.36 %
  • Total Assets 231.4M
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.08%
  • Turnover 377%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

Morningstar’s Analysis SPEDX

Will SPEDX outperform in the 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.

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPEDX

More SPEDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

45.58 102M
Cash and Equivalents

Alphabet Inc Class A

8.61 19M
Communication Services

Amazon.com Inc

4.26 10M
Consumer Cyclical

NVIDIA Corp

4.10 9M
Technology

Western Digital Corp

2.79 6M
Technology

Nebius Group NV Shs Class-A-

2.45 5M
Communication Services

Applied Optoelectronics Inc

2.39 5M
Technology

Arista Networks Inc

2.36 5M
Technology

Astera Labs Inc

2.29 5M
Technology

SB Technology Corp

1.85 4M
Technology

Sponsor Center