Alger Weatherbie Specialized Growth Fund
Shareclass
Alger Weatherbie Specialized Growth C (ALMCX)
Type
Open-end mutual fund
Manager
Gender equality score
36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,511 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
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 Weatherbie Specialized Growth Fund ALMCX
Environment
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. Sprout Social Inc Class A0.48% of assets$2.03M invested
- 2. Planet Fitness Inc Class A2.04% of assets$8.61M invested
- 3. Ultragenyx Pharmaceutical Inc1.56% of assets$6.57M invested
- 4. Novanta Inc0.53% of assets$2.25M invested
- 5. Palomar Holdings Inc2.06% of assets$8.69M invested
- 6. Hamilton Lane Inc Class A5.02% of assets$21.2M invested
- 7. Natera Inc4.75% of assets$20.07M invested
- 8. Semtech Corp3.59% of assets$15.16M invested
- 9. Inspire Medical Systems Inc0.58% of assets$2.45M invested
- 10. SiTime Corp Ordinary Shares1.46% of assets$6.17M 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. RadNet Inc0.22% of assets$925,240 invested
- 2. Ncino Inc Ordinary Shares1.15% of assets$4.85M invested
- 3. Kratos Defense & Security Solutions Inc1.33% of assets$5.6M invested
- 4. ACADIA Pharmaceuticals Inc3.16% of assets$13.34M invested
- 5. Upstart Holdings Inc Ordinary Shares5.45% of assets$23.03M invested
- 6. Ollie's Bargain Outlet Holdings Inc3.3% of assets$13.93M invested
- 7. Wingstop Inc1.59% of assets$6.71M invested
- 8. Loar Holdings Inc1.02% of assets$4.31M invested
- 9. Neogen Corp2.56% of assets$10.83M invested
- 10. Sterling Infrastructure Inc0.89% of assets$3.76M invested
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Financial performance
Performance data provided by
Find more financial data on ALMCX at Morningstar.com
Find more financial data on ALMCX 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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