ALARX – Fund Analysis – Alger Capital Appreciation Instl I | Morningstar

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Will ALARX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALARX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ALARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of ALARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Riding the growth wave.

Sbidag Demerjian

Sbidag Demerjian

Summary

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.

by Sbidag Demerjian

Rated on May 25, 2026 Published on May 25, 2026

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