Alger Weatherbie Specialized Growth Fund
Shareclass
Alger Weatherbie Specialized Growth Y (ASYMX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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%
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
Top 10 holdings by Gender Equality score
- 1. Novanta Inc1.46%$5.25M
- 2. Planet Fitness Inc Class A2.83%$10.19M
- 3. Natera Inc5.45%$19.59M
- 4. Ultragenyx Pharmaceutical Inc1.1%$3.96M
- 5. Glaukos Corp1.87%$6.71M
- 6. Palomar Holdings Inc1.95%$7M
- 7. SiTime Corp Ordinary Shares0.29%$1.04M
- 8. Inspire Medical Systems Inc0.21%$740,057
- 9. Piper Sandler Cos1.35%$4.84M
- 10. Hamilton Lane Inc Class A0.6%$2.16M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RadNet Inc2.48%$8.93M
- 2. Agilysys Inc1.45%$5.22M
- 3. Kratos Defense & Security Solutions Inc1.38%$4.98M
- 4. Compass Inc Class A3.21%$11.55M
- 5. Ncino Inc Ordinary Shares1.2%$4.31M
- 6. Ollie's Bargain Outlet Holdings Inc1.97%$7.09M
- 7. ACADIA Pharmaceuticals Inc3.77%$13.58M
- 8. Wingstop Inc1.79%$6.45M
- 9. Loar Holdings Inc1.93%$6.96M
- 10. Vertex Inc Class A1.2%$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 surveyEXCLUSION 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%
Holdings — 1 flagged holdings
1.
Cadre Holdings Inc
:$3.78M
1.05%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Alger Weatherbie Specialized Growth Fund ASYMX
Environment
Social
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