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 31.97 / 0.00
- Total Assets 1.9 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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 55.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 14.97 | 266.5 Mil | Technology |
NVIDIA Corp | 7.28 | 129.7 Mil | Technology |
Amazon.com Inc | 7.26 | 129.3 Mil | Consumer Cyclical |
Apple Inc | 7.13 | 127.0 Mil | Technology |
Meta Platforms Inc Class A | 5.66 | 100.7 Mil | Communication Services |
Alphabet Inc Class C | 4.53 | 80.6 Mil | Communication Services |
Visa Inc Class A | 2.91 | 51.9 Mil | Financial Services |
Natera Inc | 2.04 | 36.3 Mil | Healthcare |
MercadoLibre Inc | 2.02 | 35.9 Mil | Consumer Cyclical |
TransDigm Group Inc | 1.69 | 30.0 Mil | Industrials |