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Morningstar

Alger Capital Appreciation Ptfl I-2 ALVOX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 94.67  /  −1.44 %
  • Total Assets 565.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 79%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 1:08 AM GMT+0

Morningstar’s Analysis ALVOX

Will ALVOX outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the ALVOX 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 ALVOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Regaining momentum.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

An experienced management duo leads Alger Capital Appreciation, giving this large-growth option some appeal at the right price.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ALVOX

More ALVOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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