Alger Mid Cap Focus Fund Class Z AFOZX

Medalist Rating as of | See Alger Investment Hub
  • 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.

Built on shifting sand.

Analyst David Carey

David Carey

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings AFOZX

  • 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

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Cash and Equivalents

Cloudflare Inc

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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

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