Skip to Content
Morningstar

Alger Capital Appreciation A ACAAX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 28.20  /  +0.04 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 86%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 1:17 AM GMT+0

Morningstar’s Analysis ACAAX

Will ACAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Regaining momentum.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ACAAX

More ACAAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

15.29 293.2 Mil
Technology

NVIDIA Corp

9.73 186.6 Mil
Technology

Amazon.com Inc

7.84 150.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

6.89 132.0 Mil
Communication Services

Apple Inc

5.61 107.6 Mil
Technology

Alphabet Inc Class C

3.25 62.4 Mil
Communication Services

Visa Inc Class A

2.79 53.5 Mil
Financial Services

Natera Inc

2.55 48.8 Mil
Healthcare

MercadoLibre Inc

2.04 39.1 Mil
Consumer Cyclical

Advanced Micro Devices Inc

1.97 37.8 Mil
Technology