Alger Small Cap Focus Fund
Shareclass
Alger Small Cap Focus A (AOFAX)
Type
Open-end mutual fund
Manager
Gender equality score
33
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 1,101 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
16/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Alger Small Cap Focus Fund AOFAX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Workiva Inc Class A0.73% of assets$6.63M invested
- 2. Merit Medical Systems Inc1.57% of assets$14.22M invested
- 3. Q2 Holdings Inc3.09% of assets$27.98M invested
- 4. Hamilton Lane Inc Class A1.03% of assets$9.27M invested
- 5. Natera Inc4.08% of assets$36.85M invested
- 6. Bio-Techne Corp2.04% of assets$18.44M invested
- 7. Repligen Corp3.35% of assets$30.3M invested
- 8. Insmed Inc2.31% of assets$20.84M invested
- 9. Gates Industrial Corp PLC2.69% of assets$24.31M invested
- 10. Guardant Health Inc1.07% of assets$9.7M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Construction Partners Inc Class A1.7% of assets$15.36M invested
- 2. Astera Labs Inc0.53% of assets$4.8M invested
- 3. FTAI Aviation Ltd3.11% of assets$28.08M invested
- 4. RBC Bearings Inc5.75% of assets$52M invested
- 5. Agilysys Inc1.87% of assets$16.93M invested
- 6. Intapp Inc1.94% of assets$17.58M invested
- 7. Talen Energy Corp Ordinary Shares New1.75% of assets$15.82M invested
- 8. Ncino Inc Ordinary Shares1.29% of assets$11.67M invested
- 9. Clearwater Analytics Holdings Inc Class A2.9% of assets$26.26M invested
- 10. Upstart Holdings Inc Ordinary Shares1.59% of assets$14.4M invested
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Financial performance
Performance data provided by
Find more financial data on AOFAX at Morningstar.com
Find more financial data on AOFAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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