An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.
Alger Capital Appreciation Instl Y ACAYX
- NAV / 1-Day Return 40.43 / −0.02 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis ACAYX
Will ACAYX 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 56.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 15.36 | 312.8 Mil | Technology |
Amazon.com Inc | 7.51 | 152.9 Mil | Consumer Cyclical |
NVIDIA Corp | 7.29 | 148.4 Mil | Technology |
Apple Inc | 7.13 | 145.3 Mil | Technology |
Meta Platforms Inc Class A | 5.78 | 117.7 Mil | Communication Services |
Alphabet Inc Class C | 4.50 | 91.6 Mil | Communication Services |
Visa Inc Class A | 3.15 | 64.1 Mil | Financial Services |
MercadoLibre Inc | 2.05 | 41.7 Mil | Consumer Cyclical |
Natera Inc | 1.82 | 37.2 Mil | Healthcare |
TransDigm Group Inc | 1.67 | 34.0 Mil | Industrials |