Alger Weatherbie Specialized Gr Prt I-2 (AAMOX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Alger Weatherbie Specialized Gr Prt I-2
New York, NY 10003
111 Fifth Avenue
Alger Portfolios
Management information
Edward M.B. Minn,Lead manager since 30 June 2020
Ed Minn, CFA is Senior Managing Director and Portfolio Manager on the Weatherbie Specialized Growth Strategy, the Alger Weatherbie Select 15 Strategy and the Weatherbie Growth Strategy. Ed is also Research Analyst on the Weatherbie Specialized Growth and Weatherbie Long/Short Strategies. His research responsibilities are in the consumer, media & communications, diversified business services, information services and technology areas. Ed joined Weatherbie Capital in December 2013 and has 15 years of investing experience. Prior to joining the firm, he spent five years as a research analyst at Vinik Asset Management, LP, where he focused on the technology sector. He began his investment career at Raymond James & Associates, Inc. where he worked as a research associate covering energy stocks. Ed received his M.B.A. from the University of Chicago Booth School of Business with High Honors. Ed also holds a B.S. in economics from Duke University, where he graduated Summa Cum Laude. Ed is a CFA charterholder and is a member of both the CFA Society Boston and the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyAlger
Net assets1.17M
YTD return0.00%
Yield0.00%
Morningstar rating★★★
Inception date1 Jan 2008
Fund operations
Last dividendN/A
Last cap gain-110.00
Holdings turnover75.31%
Average for categoryN/A
Fees and expenses
ExpenseAAMOXCategory average
Annual report expense ratio (net)1.09%1.21%
Prospectus net expense ratio1.09%N/A
Prospectus gross expense ratio5.19%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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