An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.
Alger Capital Appreciation Instl I ALARX
- NAV / 1-Day Return 37.20 / −0.83 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 86%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis ALARX
Will ALARX 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 56.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 15.81 | 328.6 Mil | Technology |
NVIDIA Corp | 8.23 | 171.1 Mil | Technology |
Amazon.com Inc | 7.52 | 156.2 Mil | Consumer Cyclical |
Apple Inc | 6.38 | 132.6 Mil | Technology |
Meta Platforms Inc Class A | 5.84 | 121.4 Mil | Communication Services |
Alphabet Inc Class C | 3.94 | 81.9 Mil | Communication Services |
Visa Inc Class A | 3.06 | 63.5 Mil | Financial Services |
MercadoLibre Inc | 2.20 | 45.7 Mil | Consumer Cyclical |
Natera Inc | 2.01 | 41.7 Mil | Healthcare |
Marvell Technology Inc | 1.79 | 37.1 Mil | Technology |