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Alger Weatherbie Enduring Growth ETF AWEG

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub

Morningstar’s Analysis AWEG

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

  • People Pillar

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

Weakness in Alger Weatherbie Enduring Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AWEG

More AWEG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

11.06 508,784
Industrials

Casella Waste Systems Inc Class A

7.42 341,479
Industrials

FirstService Corp Ordinary Shares

6.71 308,914
Real Estate

Cash

5.01 230,633
Cash and Equivalents

Ollie's Bargain Outlet Holdings Inc

4.74 217,902
Consumer Defensive

Waste Connections Inc

4.73 217,537
Industrials

Vertex Inc Class A

4.54 208,935
Technology

Paylocity Holding Corp

4.15 190,867
Technology

SPS Commerce Inc

3.98 182,938
Technology

Glaukos Corp

3.77 173,282
Healthcare