Alger Focus Equity Fund

Shareclass
Alger Focus Equity Y (ALGYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Alger Focus Equity Fund

FUND COVERAGE
# of holdings43
% of assets90%
Score
47 / 100
Rank

2.4 percentile

Group: U.S. Large Cap Equity

Rank: #1,428 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 0.82%
         $USD invested: $29.33M
  • 2. Microsoft Corp
         % of fund invested: 9.09%
         $USD invested: $324.13M
  • 3. S&P Global Inc
         % of fund invested: 0.7%
         $USD invested: $24.89M
  • 4. Pinterest Inc Class A
         % of fund invested: 0.59%
         $USD invested: $21.11M
  • 5. Vistra Corp
         % of fund invested: 0.73%
         $USD invested: $26.06M
  • 6. Meta Platforms Inc Class A
         % of fund invested: 6.2%
         $USD invested: $221.12M
  • 7. Visa Inc Class A
         % of fund invested: 0.68%
         $USD invested: $24.32M
  • 8. Cardinal Health Inc
         % of fund invested: 0.26%
         $USD invested: $9.34M
  • 9. Alphabet Inc Class C
         % of fund invested: 3.56%
         $USD invested: $127.02M
  • 10. DoorDash Inc Ordinary Shares - Class A
         % of fund invested: 0.2%
         $USD invested: $7.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.39%
         $USD invested: $13.84M
  • 2. Astera Labs Inc
         % of fund invested: 2.28%
         $USD invested: $81.33M
  • 3. QXO Inc
         % of fund invested: 1.39%
         $USD invested: $49.69M
  • 4. Heico Corp Class A
         % of fund invested: 1.55%
         $USD invested: $55.42M
  • 5. Talen Energy Corp Ordinary Shares New
         % of fund invested: 3.98%
         $USD invested: $141.89M
  • 6. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.86%
         $USD invested: $66.51M
  • 7. Vertiv Holdings Co Class A
         % of fund invested: 1.44%
         $USD invested: $51.52M
  • 8. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 6.91%
         $USD invested: $246.32M
  • 9. Martin Marietta Materials Inc
         % of fund invested: 0.64%
         $USD invested: $22.73M
  • 10. Broadcom Inc
         % of fund invested: 2.39%
         $USD invested: $85.12M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Alger Focus Equity Fund

Totals

Holdings
Assets
Weight
Prisons
4
$672.74M
19%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$663.4M
19%
     Borders high risk
0
$0
0%
Total
4
$672.74M
19%
Full fund results

Holdings — 4 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$324.13M
9.09%
Prisons
Borders :
$324.13M
9.09%
2.
Amazon.com Inc
Prisons
Borders
$212.25M
5.95%
Prisons
Borders :
$212.25M
5.95%
3.
Alphabet Inc Class C
Prisons
Borders
$127.02M
3.56%
Prisons
Borders :
$127.02M
3.56%
4.
Cardinal Health Inc
Prisons
$9.34M
0.26%
Prisons
$9.34M
0.26%
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