Alger Mid Cap Focus Fund

Shareclass
Alger Mid Cap Focus C (ALOCX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Alger Mid Cap Focus Fund

FUND COVERAGE
# of holdings44
% of assets92%
Score
35 / 100
Rank

2.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,063 out of 1,085

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

18 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

13 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Pinterest Inc Class A
         % of fund invested: 0.63%
         $USD invested: $1.86M
  • 2. Tapestry Inc
         % of fund invested: 1.42%
         $USD invested: $4.18M
  • 3. Vistra Corp
         % of fund invested: 1.09%
         $USD invested: $3.2M
  • 4. Cloudflare Inc
         % of fund invested: 3.68%
         $USD invested: $10.82M
  • 5. DexCom Inc
         % of fund invested: 1.04%
         $USD invested: $3.07M
  • 6. Natera Inc
         % of fund invested: 2.53%
         $USD invested: $7.42M
  • 7. Axon Enterprise Inc
         % of fund invested: 2.68%
         $USD invested: $7.86M
  • 8. Twilio Inc Class A
         % of fund invested: 0.83%
         $USD invested: $2.43M
  • 9. CoStar Group Inc
         % of fund invested: 1.58%
         $USD invested: $4.64M
  • 10. Spotify Technology SA
         % of fund invested: 3.2%
         $USD invested: $9.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 1.91%
         $USD invested: $5.6M
  • 2. Astera Labs Inc
         % of fund invested: 3.02%
         $USD invested: $8.86M
  • 3. FTAI Aviation Ltd
         % of fund invested: 2.45%
         $USD invested: $7.2M
  • 4. RBC Bearings Inc
         % of fund invested: 1.65%
         $USD invested: $4.85M
  • 5. Constellation Software Inc
         % of fund invested: 2.98%
         $USD invested: $8.76M
  • 6. IonQ Inc Class A
         % of fund invested: 0.81%
         $USD invested: $2.39M
  • 7. Carvana Co Class A
         % of fund invested: 2.18%
         $USD invested: $6.41M
  • 8. Heico Corp
         % of fund invested: 3.96%
         $USD invested: $11.62M
  • 9. Talen Energy Corp Ordinary Shares New
         % of fund invested: 3.88%
         $USD invested: $11.4M
  • 10. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.93%
         $USD invested: $5.67M

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 Mid Cap Focus Fund

Totals

Holdings
Assets
Weight
Prisons
1
$7.86M
2.68%
     Prisons high risk
1
$7.86M
2.68%
     Private prisons
0
$0
0%
Borders
2
$12.15M
4.14%
     Borders high risk
2
$12.15M
4.14%
Total
2
$12.15M
4.14%
Full fund results

Holdings — 2 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$7.86M
2.68%
Prisons
Borders :
$7.86M
2.68%
2.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$4.29M
1.46%
Borders :
$4.29M
1.46%
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