Morningstar

Alger Capital Appreciation Instl Z-2 ACIZX

Morningstar Medalist Rating
Medalist Rating as of | See Alger Investment Hub
  • NAV / 1-Day Return 46.05  /  −0.90 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 86%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 1:08 AM GMT+0

Morningstar’s Analysis ACIZX

Will ACIZX 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 ACIZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACIZX 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 ACIZX’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 ACIZX

More ACIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

16.16 355.2 Mil
Technology

NVIDIA Corp

13.43 295.2 Mil
Technology

Amazon.com Inc

8.52 187.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

6.73 148.0 Mil
Communication Services

Apple Inc

6.16 135.4 Mil
Technology

Alphabet Inc Class C

3.39 74.4 Mil
Communication Services

Natera Inc

2.41 53.1 Mil
Healthcare

Broadcom Inc

2.25 49.4 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.12 46.5 Mil
Technology

Netflix Inc

2.10 46.1 Mil
Communication Services

Sponsor Center