ASMZX : Alger Weatherbie Specialized Growth Fund Class Z

ASMZX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

ASMZX

Alger Weatherbie Specialized Growth Fund Class Z

FI Score

42 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

42% FI Score
  • asmzx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Alger Weatherbie Specialized Growth Fund Class Z

Expenses: 0.97% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of smallcap and midcap companies. Equity securities include common or preferred stocks that are listed on U.S. or foreign exchanges. Smallcap or midcap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index, respectively, as reported by the indexes as of the most recent quarter-end.

Largest Holdings

Amount Holding
5.94% Chegg Inc
5.85% Nevro Corp
5.61% FirstService Corp
5.10% EPAM Systems Inc
4.75% Casella Waste Systems Inc Class A
4.72% Insulet Corp
4.42% Paylocity Holding Corp
3.77% Everbridge Inc
3.20% Hamilton Lane Inc Class A
3.20% ACADIA Pharmaceuticals Inc
2.72% Progyny Inc
2.67% SiteOne Landscape Supply Inc
2.67% SPS Commerce Inc
2.61% Rapid7 Inc
2.59% US Physical Therapy Inc
2.53% Glaukos Corp
2.49% Ollie's Bargain Outlet Holdings Inc
2.43% Planet Fitness Inc A
2.42% The Trade Desk Inc A
2.33% Avalara Inc
2.05% HubSpot Inc
2.01% PetIQ Inc Class A
1.99% Kratos Defense & Security Solutions Inc
1.84% eHealth Inc
1.61% Tabula Rasa HealthCare Inc

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