Alger Weatherbie Specialized Growth Fund

Shareclass
Alger Weatherbie Specialized Growth C (ALMCX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Alger Weatherbie Specialized Growth Fund

FUND COVERAGE
# of holdings38
% of assets76%
Score
35 / 100
Rank

2.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,058 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

3 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 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. Novanta Inc
         % of fund invested: 1.46%
         $USD invested: $5.25M
  • 2. Planet Fitness Inc Class A
         % of fund invested: 2.83%
         $USD invested: $10.19M
  • 3. Natera Inc
         % of fund invested: 5.45%
         $USD invested: $19.59M
  • 4. Ultragenyx Pharmaceutical Inc
         % of fund invested: 1.1%
         $USD invested: $3.96M
  • 5. Glaukos Corp
         % of fund invested: 1.87%
         $USD invested: $6.71M
  • 6. Palomar Holdings Inc
         % of fund invested: 1.95%
         $USD invested: $7M
  • 7. SiTime Corp Ordinary Shares
         % of fund invested: 0.29%
         $USD invested: $1.04M
  • 8. Inspire Medical Systems Inc
         % of fund invested: 0.21%
         $USD invested: $740,057
  • 9. Piper Sandler Cos
         % of fund invested: 1.35%
         $USD invested: $4.84M
  • 10. Hamilton Lane Inc Class A
         % of fund invested: 0.6%
         $USD invested: $2.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. RadNet Inc
         % of fund invested: 2.48%
         $USD invested: $8.93M
  • 2. Agilysys Inc
         % of fund invested: 1.45%
         $USD invested: $5.22M
  • 3. Kratos Defense & Security Solutions Inc
         % of fund invested: 1.38%
         $USD invested: $4.98M
  • 4. Compass Inc Class A
         % of fund invested: 3.21%
         $USD invested: $11.55M
  • 5. Ncino Inc Ordinary Shares
         % of fund invested: 1.2%
         $USD invested: $4.31M
  • 6. Ollie's Bargain Outlet Holdings Inc
         % of fund invested: 1.97%
         $USD invested: $7.09M
  • 7. ACADIA Pharmaceuticals Inc
         % of fund invested: 3.77%
         $USD invested: $13.58M
  • 8. Wingstop Inc
         % of fund invested: 1.79%
         $USD invested: $6.45M
  • 9. Loar Holdings Inc
         % of fund invested: 1.93%
         $USD invested: $6.96M
  • 10. Vertex Inc Class A
         % of fund invested: 1.2%
         $USD invested: $4.33M

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 Weatherbie Specialized Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$3.78M
1.05%
     Prisons high risk
1
$3.78M
1.05%
     Private prisons
0
$0
0%
Borders
1
$3.78M
1.05%
     Borders high risk
1
$3.78M
1.05%
Total
1
$3.78M
1.05%
Full fund results

Holdings — 1 flagged holdings

1.
Cadre Holdings Inc
Prisons
Borders
$3.78M
1.05%
Prisons
Borders :
$3.78M
1.05%
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