An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.
Alger Capital Appreciation Instl R ACARX
- NAV / 1-Day Return 29.32 / +2.02 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.680%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 86%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 1:06 AM GMT+0
Morningstar’s Analysis ACARX
Will ACARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 15.40 | 341.9 Mil | Technology |
NVIDIA Corp | 9.70 | 215.3 Mil | Technology |
Amazon.com Inc | 8.02 | 177.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 6.87 | 152.5 Mil | Communication Services |
Apple Inc | 5.61 | 124.5 Mil | Technology |
Alphabet Inc Class C | 3.29 | 73.0 Mil | Communication Services |
Visa Inc Class A | 2.81 | 62.4 Mil | Financial Services |
Natera Inc | 2.51 | 55.8 Mil | Healthcare |
MercadoLibre Inc | 2.02 | 44.9 Mil | Consumer Cyclical |
Advanced Micro Devices Inc | 1.97 | 43.7 Mil | Technology |