Alger Concentrated Equity ETF CNEQ

Medalist Rating as of | See Alger Investment Hub

Morningstar’s Analysis CNEQ

Will CNEQ outperform in the future?

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

An impressive start.

 Sbidag Demerjian

Sbidag Demerjian

Summary

Alger Concentrated Equity is led by a skilled manager, and although its performance has stood out in a limited sample, its investment strategy closely mirrors that of other aggressive funds in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.

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Portfolio Holdings CNEQ

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.10 481M
Technology

Microsoft Corp

8.10 258M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.09 194M
Technology

Alphabet Inc Class C

6.05 193M
Communication Services

Apple Inc

5.08 162M
Technology

Dreyfus Trsy Oblig Cash Mgmt Cl Ins

4.98 159M
Cash and Equivalents

Nebius Group NV Shs Class-A-

4.59 146M
Communication Services

Broadcom Inc

4.57 146M
Technology

Western Digital Corp

4.21 134M
Technology

Amazon.com Inc

4.16 133M
Consumer Cyclical

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