ATFV – Alger 35 ETF – ETF Stock Quote | Morningstar

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Will ATFV outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATFV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Alger 35 ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Jul 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 63.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
NVIDIA Corp	10.88	2.1 Mil	Technology
Amazon.com Inc	10.04	2.0 Mil	Consumer Cyclical
Apple Inc	7.94	1.5 Mil	Technology
Microsoft Corp	7.70	1.5 Mil	Technology
Netflix Inc	6.00	1.2 Mil	Communication Services
Spotify Technology SA	5.00	971,974	Communication Services
Meta Platforms Inc Class A	4.92	956,782	Communication Services
Natera Inc	3.94	765,160	Healthcare
ASML Holding NV ADR	3.66	711,892	Technology
Cash	3.52	683,472	Cash and Equivalents

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