Alger Small Cap Growth Institutional Fund Class I (ALSRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.54: the stock has moved about 54% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAlger Small Cap Growth Institutional Fund Class I (ALSRX) trades at $21.15. Alger Small Cap Growth Institutional Fund Class I seeks long-term capital appreciation by investing primarily in equity securities of small-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for ALSRX: ALSRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Alger Small Cap Growth Institutional Fund Class I (ALSRX) Financial Services Profile
Alger Small Cap Growth Institutional Fund Class I focuses on long-term capital appreciation through investments in small-cap equity securities, primarily targeting companies within the Russell 2000 Growth Index and MSCI USA Small Cap Index, operating in the competitive asset management sector with a focus on growth.
What Is the Investment Thesis for ALSRX?
Alger Small Cap Growth Institutional Fund Class I presents a notable research candidate for investors seeking exposure to high-growth small-cap companies. The fund's focus on companies within the Russell 2000 Growth Index and MSCI USA Small Cap Index provides a defined universe for investment, allowing for targeted research and stock selection. A key value driver is the potential for capital appreciation through investments in companies with strong growth prospects, particularly in sectors poised for expansion. Upcoming catalysts include the continued innovation and disruption within the small-cap market, creating opportunities for the fund to identify and invest in emerging leaders. However, potential risks include market volatility, which can disproportionately impact small-cap stocks, and the possibility of underperformance relative to its benchmark indexes. The fund's success hinges on its ability to effectively identify and capitalize on growth opportunities while managing risk within the small-cap market.
Based on FMP financials and quantitative analysis
ALSRX Key Highlights
The fund invests at least 80% of its net assets in equity securities of small-cap companies.
- The fund benchmarks its performance against the Russell 2000 Growth Index and the MSCI USA Small Cap Index.
- The fund targets companies with market capitalizations between the highest and lowest within its benchmark indexes.
- The fund's beta is 1.54, indicating higher volatility compared to the market.
- The fund does not offer a dividend, focusing instead on capital appreciation.
Who Are ALSRX's Competitors?
ALSRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ALMRX Alger Mid Cap Growth Institutional Fund Class I | $30.46 | +0.10% | $109M | — |
| ASQIX American Century Small Company Fund Investor Class | $21.09 | -0.75% | $190M | — |
| BVAOX Madison Small Cap Fund Class Y | $10.51 | +0.38% | $162M | — |
| CBLLX Wells Fargo C&B Large Cap Value Fund - Class Admin | $11.42 | -0.70% | $159M | — |
| FTGWX Westwood Broadmark Tactical Gr Inst | $30.45 | +0.20% | $191M | — |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | 51 5-pillar |
| BX Blackstone Inc. | $113.36 | +1.54% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.9B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ALSRX's Key Strengths?
Experienced investment team.
- Disciplined investment process.
- Focus on small-cap growth stocks.
- Established brand reputation.
What Are ALSRX's Weaknesses?
Higher volatility compared to large-cap stocks.
- Dependence on market conditions.
- Potential for underperformance relative to benchmark indexes.
- No dividend payout.
What Are the Key Risks for ALSRX?
Market volatility disproportionately impacting small-cap stocks.
- Underperformance relative to benchmark indexes.
- Increased competition within the asset management industry.
- Economic downturn affecting small-cap company performance.
What Are ALSRX's Competitive Advantages?
- Established brand reputation within the asset management industry.
- Experienced investment team with a proven track record.
- Disciplined investment process focused on small-cap growth stocks.
What Does ALSRX Do?
Alger Small Cap Growth Institutional Fund Class I is an investment fund managed by Alger, a firm with a long history in asset management. The fund's primary objective is to achieve long-term capital appreciation by investing at least 80% of its net assets in equity securities of small-cap companies. These companies, at the time of investment, typically have market capitalizations that fall between the highest and lowest capitalization companies within the Russell 2000 Growth Index or the MSCI USA Small Cap Index over the most recent 12-month period. The fund operates within the asset management industry, providing investors with a vehicle to gain exposure to a diversified portfolio of small-cap growth stocks. The fund's investment strategy is centered on identifying companies with strong growth potential, aligning with Alger's broader investment philosophy. By focusing on small-cap companies, the fund aims to capitalize on opportunities in a segment of the market where growth rates may be higher compared to larger, more established companies. The fund's performance is benchmarked against the Russell 2000 Growth Index and the MSCI USA Small Cap Index, providing investors with a clear reference point for evaluating its success in delivering long-term capital appreciation. Alger Small Cap Growth Institutional Fund Class I serves a range of investors, including institutions and individuals seeking growth-oriented investment strategies. The fund's investment approach is designed to provide diversification across various sectors and industries within the small-cap market, mitigating risk while pursuing attractive returns. As an actively managed fund, it relies on the expertise of its investment team to identify and select companies that are believed to have the potential for significant growth.
What Products and Services Does ALSRX Offer?
- Invests in equity securities of small-cap companies.
- Seeks long-term capital appreciation.
- Targets companies within the Russell 2000 Growth Index and MSCI USA Small Cap Index.
- Manages a diversified portfolio of small-cap growth stocks.
- Benchmarks performance against the Russell 2000 Growth Index and MSCI USA Small Cap Index.
- Provides investors with exposure to the small-cap market.
How Does ALSRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows.
- Investment decisions are made by a team of experienced portfolio managers and analysts.
What Industry Does ALSRX Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. The market is influenced by factors such as economic growth, interest rates, and investor sentiment. Alger Small Cap Growth Institutional Fund Class I operates within this landscape, focusing specifically on the small-cap growth segment. The fund competes with other asset managers offering similar investment strategies, including those benchmarked against the Russell 2000 Growth Index and the MSCI USA Small Cap Index. The growth of the small-cap market is influenced by factors such as technological innovation, regulatory changes, and shifts in consumer preferences.
Who Are ALSRX's Key Customers?
- Institutional investors seeking small-cap growth exposure.
- Individual investors through various investment platforms.
- Retirement plans and other managed accounts.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-06 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +2.1%.
ALSRX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team.
- Disciplined investment process.
- Focus on small-cap growth stocks.
- Established brand reputation.
Bear Case
- Higher volatility compared to large-cap stocks.
- Dependence on market conditions.
- Potential for underperformance relative to benchmark indexes.
- No dividend payout.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ALSRX Latest News
No recent news available for ALSRX.
ALSRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for ALSRX.
Price Targets
Wall Street price target analysis for ALSRX.
ALSRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for ALSRX; grades run from A+ (80-100) to F (below 30).
ALSRX Financials Stock FAQ
What are the main risks for ALSRX?
The main risks for Alger Small Cap Growth Institutional Fund Class I include market volatility, which can disproportionately impact small-cap stocks.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.