Alger Mid Cap Focus’ continued personnel and portfolio changes are concerning. As such, both its People and Process ratings have dropped to Below Average from Average.
Alger Mid Cap Focus Fund Class Z AFOZX
- NAV / 1-Day Return 24.12 / +0.08 %
- Total Assets 359.6M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.820%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 265%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 1:46 AM GMT+0
Morningstar’s Analysis AFOZX
Will AFOZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 6.44 | 21M | Cash and Equivalents |
Cloudflare Inc | 3.94 | 13M | Technology |
Databricks | 3.93 | 13M | — |
Twist Bioscience Corp | 3.90 | 13M | Healthcare |
Natera Inc | 3.25 | 11M | Healthcare |
Comfort Systems USA Inc | 3.24 | 11M | Industrials |
Repligen Corp | 3.07 | 10M | Healthcare |
RBC Bearings Inc | 2.79 | 9M | Industrials |
Guardant Health Inc | 2.71 | 9M | Healthcare |
Axon Enterprise Inc | 2.60 | 9M | Industrials |