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Alger Weatherbie Specialized Growth A ALMAX

Quantitative rating as of
NAV / 1-Day Return
11.26  /  0.35 %
Total Assets
730.5 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00
Turnover
62%

Morningstar’s Analysis ALMAX

Will ALMAX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Alger Weatherbie Specialized Growth A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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