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Alger Capital Appreciation Instl Y ACAYX

Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 40.43  /  −0.02 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.830%
  • 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.

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.

Rated on Published on

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Portfolio Holdings ACAYX

  • 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

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Technology

Amazon.com Inc

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Consumer Cyclical

NVIDIA Corp

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Technology

Apple Inc

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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