Alger Capital Appreciation’s seasoned team gives this strategy appeal at the right price, but excessive trading and a lower conviction in its approach warrant a downgrade of its Process rating. The Morningstar Analyst Ratings on its more-expensive share classes remain at or fall to Neutral from Bronze, while the two cheapest ones remain at Bronze.
- NAV / 1-Day Return 13.67 / 1.44 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
2.010%
- Expense Ratio 2.010%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 108%
Morningstar’s Analysis ALCCX
Will ALCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 73
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector