Alger Capital Appreciation benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.
Alger Capital Appreciation Institutional Fund Class R ACARX
- NAV / 1-Day Return 45.32 / +0.80 %
- Total Assets 3.7B
-
Adj. Expense Ratio
1.700%
- Expense Ratio 1.700%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.03%
- Turnover 77%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0
Morningstar’s Analysis ACARX
Will ACARX outperform in the 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 55.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.86 | 409M | Technology |
Microsoft Corp | 8.57 | 296M | Technology |
Apple Inc | 5.64 | 195M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 5.34 | 184M | Technology |
Alphabet Inc Class C | 5.24 | 181M | Communication Services |
Amazon.com Inc | 4.43 | 153M | Consumer Cyclical |
Western Digital Corp | 4.43 | 153M | Technology |
Meta Platforms Inc Class A | 3.85 | 133M | Communication Services |
Nebius Group NV Shs Class-A- | 3.42 | 118M | Communication Services |
Broadcom Inc | 3.14 | 108M | Technology |
United States