Alger Concentrated Equity ETF CNEQ

Medalist Rating as of | See Alger Investment Hub

Morningstar’s Analysis CNEQ

Will CNEQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

An impressive start.

 Sbidag Demerjian

Sbidag Demerjian

Summary

Alger Concentrated Equity is led by a skilled manager, and although its performance has stood out in a limited sample, its investment strategy closely mirrors that of other aggressive funds in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.

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Portfolio Holdings CNEQ

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.15 1B
Technology

Microsoft Corp

8.70 665M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.25 478M
Technology

Alphabet Inc Class C

5.98 457M
Communication Services

Apple Inc

4.63 354M
Technology

Broadcom Inc

4.59 351M
Technology

Amazon.com Inc

4.45 340M
Consumer Cyclical

Western Digital Corp

3.94 302M
Technology

Talen Energy Corp Ordinary Shares New

3.73 285M
Utilities

Nebius Group NV Shs Class-A-

3.67 280M
Communication Services

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