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Alger Small Cap Focus I AOFIX

Analyst rating as of
NAV / 1-Day Return
16.17  /  4.09 %
Total Assets
3.4 Bil
Adj. Expense Ratio
1.140%
Expense Ratio
1.140%
Fee Level
High
Longest Manager Tenure
7.26 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
57%
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Morningstar’s Analysis

Will AOFIX outperform in future?

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

A few reservations, but still attractive.

Associate Director

Summary

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Alger Small Cap Focus manager Amy Zhang is still a worthy draw, but a few weak spots drop its Process Pillar rating to Above Average from High. Its U.S. mutual fund earns Morningstar Analyst Ratings of Silver or Bronze, depending on fees; its Luxembourg version gets a Bronze rating across its share classes. The strategy is closed to most new investors.

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