Nasdaq - Delayed Quote USD

Alger Capital Appreciation Instl Z-2 (ACIZX)

51.05 0.00 (0.00%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 51.05
  • YTD Return 36.02%
  • Expense Ratio 0.87%
  • Category Large Growth
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.12B
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 86.08%
  • Last Dividend --
  • Inception Date Jan 27, 2003

The fund normally invests at least 85% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the manager believes demonstrate promising growth potential.

Alger

Fund Family

Large Growth

Fund Category

2.12B

Net Assets

2003-01-27

Inception Date

Performance Overview: ACIZX

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Trailing returns as of 11/19/2024. Category is Large Growth.

YTD Return

ACIZX
36.02%
Category
12.38%
 

1-Year Return

ACIZX
58.44%
Category
41.70%
 

3-Year Return

ACIZX
6.90%
Category
22.56%
 

5-Year Return

ACIZX
17.56%
Category
21.98%
 

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Holdings: ACIZX

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Top 10 Holdings (62.89% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 14.76%
NVDA
NVIDIA Corporation 13.00%
AMZN
Amazon.com, Inc. 8.02%
AAPL
Apple Inc. 7.09%
META
Meta Platforms, Inc. 6.91%
GOOG
Alphabet Inc. 3.07%
AVGO
Broadcom Inc. 2.78%
APP
AppLovin Corporation 2.52%
TSM
Taiwan Semiconductor Manufacturing Company Limited 2.44%
V
Visa Inc. 2.29%

Sector Weightings

SectorACIZX
Technology   48.48%
Healthcare   11.06%
Industrials   7.82%
Utilities   1.35%
Real Estate   1.12%
Energy   0.25%

Recent News: ACIZX

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Research Reports: ACIZX

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