An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.
Alger Capital Appreciation Z ACAZX
- NAV / 1-Day Return 30.47 / −0.78 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield —
- Turnover 86%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis ACAZX
Will ACAZX 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 56.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 15.55 | 281.8 Mil | Technology |
NVIDIA Corp | 8.38 | 151.9 Mil | Technology |
Amazon.com Inc | 7.29 | 132.1 Mil | Consumer Cyclical |
Apple Inc | 6.38 | 115.7 Mil | Technology |
Meta Platforms Inc Class A | 5.84 | 105.8 Mil | Communication Services |
Alphabet Inc Class C | 3.88 | 70.3 Mil | Communication Services |
Visa Inc Class A | 2.99 | 54.3 Mil | Financial Services |
MercadoLibre Inc | 2.18 | 39.5 Mil | Consumer Cyclical |
Natera Inc | 2.12 | 38.4 Mil | Healthcare |
Marvell Technology Inc | 1.81 | 32.8 Mil | Technology |