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Alger Global Equity C (CHUCX)

22.03
+0.14
+(0.64%)
At close: 5:37:41 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of global companies, which include both U.S. and foreign companies, and invests significantly (at least 40% – unless market conditions are not deemed favorable, in which case the fund would invest at least 30%) in foreign companies. It may invest in companies of any market capitalization, from large, well-established companies to small, emerging growth companies.

Alger Global Equity C

New York, NY 10003
111 Fifth Ave

Fund Overview

Category World Large-Stock Growth
Fund Family Alger
Net Assets 19.36M
YTD Return -8.37%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2013

Fund Operations

Last Dividend 0.47
Last Cap Gain 35.00
Holdings Turnover 93.65%
Average for Category --

Fees & Expenses

Expense CHUCX Category Average
Annual Report Expense Ratio (net) 2.25% 1.12%
Prospectus Net Expense Ratio 2.25% --
Prospectus Gross Expense Ratio 3.19% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.26%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael J. Mufson, Lead Manager since February 01, 2024
Mike Mufson, CFA is Co-Founder, CIO and Portfolio Manager. He co-founded Redwood Investments in 2004 and has 36 years of investment experience. He serves as Co-CIO and Portfolio Manager/Analyst on the Redwood investment team. Previously, Michael was Managing Director and Director of Specialty Growth Equity at Putnam Investments where he managed several funds including the Putnam OTC & Emerging Growth Portfolio and TH Lee Putnam Emerging Opportunities Portfolio. Mike received his M.B.A. from Emory University and his B.A. from Vanderbilt University. He is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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