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Alger Balanced I-2 ABLOX

Quantitative rating as of
NAV / 1-Day Return
17.61  /  0.84 %
Total Assets
53.3 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.94%
Turnover
11%

Morningstar’s Analysis ABLOX

Will ABLOX outperform in future?

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

Summary

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Alger Balanced I-2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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