Morningstar

Alger Focus Equity Z ALZFX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 73.10  /  +0.32 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 100%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 1:20 AM GMT+0

Morningstar’s Analysis ALZFX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ALZFX

More ALZFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
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