Morningstar

Alger Capital Appreciation Portfolio Class S

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Morningstar’s Analysis

Will Alger Capital Appreciation Portfolio Class S outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Alger Capital Appreciation Portfolio Class S’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Alger Capital Appreciation Portfolio Class S management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Alger Capital Appreciation Portfolio Class S’s parent organization’s priorities and whether they’re in line with investors’ interests.

Riding the growth wave.

Sbidag Demerjian

Sbidag Demerjian

Summary

Alger Capital Appreciation benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.

by Sbidag Demerjian
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