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Alger Responsible Investing Z (ALGZX)
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9/21 12:03 PM
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19.30 - YTD Return 21.70%
- Expense Ratio 0.95%
- Category Large Growth
- Last Cap Gain 60.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 97.98M
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 7.98%
- Last Dividend --
- Inception Date Oct 14, 2016
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any size with an environmental, social and governance ("ESG") rating of average or above by a third-party ESG rating agency (an “ESG Rating Agency”) that also demonstrate, in the view of the Manager, promising growth potential.
Alger
Fund Family
Large Growth
Fund Category
97.98M
Net Assets
2016-10-14
Inception Date
Performance Overview: ALGZX
View MoreTrailing returns as of 10/18/2024. Category is Large Growth.
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Holdings: ALGZX
View MoreTop 10 Holdings (55.96% of Total Assets)
Sector Weightings
SectorALGZX
Technology 49.10%
Consumer Cyclical 13.31%
Healthcare 10.24%
Communication Services 8.98%
Financial Services 6.78%
Industrials 5.71%
Consumer Defensive 1.93%
Real Estate 1.70%
Utilities 1.20%
Basic Materials 1.04%
Energy 0.00%
Recent News: ALGZX
View MoreResearch Reports: ALGZX
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