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 Z-2 ACIZX
- NAV / 1-Day Return 64.05 / +2.33 %
- Total Assets 3.5B
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.880%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.10%
- Turnover 77%
USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:55 AM GMT+0
Morningstar’s Analysis ACIZX
Will ACIZX 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 60.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Taiwan Semiconductor Manufacturing Co Ltd ADR | 5.47 | 180M | Technology |
Apple Inc | 5.21 | 172M | Technology |
Meta Platforms Inc Class A | 4.62 | 153M | Communication Services |
Broadcom Inc | 4.44 | 147M | Technology |
Western Digital Corp | 4.35 | 144M | Technology |
Nebius Group NV Shs Class-A- | 3.83 | 126M | Communication Services |
United States