Alger Responsible Investing A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Alger Responsible Investing Fund Class A SPEGX
- NAV / 1-Day Return 21.80 / +0.32 %
- Total Assets 135.7M
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 9%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:54 AM GMT+0
Morningstar’s Analysis SPEGX
Will SPEGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SPEGX 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 SPEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 14.39 | 13M | Technology |
Microsoft Corp | 9.93 | 9M | Technology |
Amazon.com Inc | 7.27 | 7M | Consumer Cyclical |
Apple Inc | 6.96 | 6M | Technology |
Alphabet Inc Class A | 4.64 | 4M | Communication Services |
Visa Inc Class A | 3.73 | 3M | Financial Services |
AppLovin Corp Ordinary Shares - Class A | 2.99 | 3M | Communication Services |
Lam Research Corp | 2.89 | 3M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.80 | 3M | Technology |
Tesla Inc | 2.60 | 2M | Consumer Cyclical |
United States