ALEAX Alger Weatherbie Enduring Growth A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance (“ESG”) rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency (“Sustainalytics” or the “ESG Rating Agency”), at the time of purchase. Under normal circumstances, 80% of companies in the fund’s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund adviser intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund adviser will own no more than 30 holdings. The fund is non-diversified.