Morningstar

Alger Responsible Investing Fund Class A SPEGX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $21.50  /  −2.45 %
  • Fund Size $132.5M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis SPEGX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alger Responsible Investing 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.

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Portfolio Holdings SPEGX

More SPEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.27 15M
Technology

Microsoft Corp

8.48 11M
Technology

Amazon.com Inc

6.45 9M
Consumer Cyclical

Apple Inc

5.76 8M
Technology

Western Digital Corp

3.95 5M
Technology

Visa Inc Class A

3.93 5M
Financial Services

Alphabet Inc Class A

3.91 5M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.79 5M
Technology

Cash

3.41 5M
Cash and Equivalents

Lam Research Corp

3.10 4M
Technology

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