Alger Capital Appreciation Institutional Fund Class I ALARX

Morningstar Medalist Rating
  • NAV / 1-Day Return$56.48  /  −1.05%
  • Fund Size$3.1B
  • Adjusted Expense Ratio1.250%
  • Net Expense Ratio1.250%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.06%
  • Turnover Ratio77%

Morningstar’s Analysis ALARX

Will ALARX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings ALARX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings55.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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