Alger Capital Appreciation Fund Quote

ALCCX Fund  USD 21.25  0.20  0.93%   

Performance

18 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
Alger Capital is trading at 21.25 as of the 11th of December 2024; that is 0.93 percent decrease since the beginning of the trading day. The fund's open price was 21.45. Alger Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of June 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests at least 85 percent 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. The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, as defined by third party sources, including the information technology, health care, and communication services sectors.. More on Alger Capital Appreciation

Moving together with Alger Mutual Fund

  0.99AMGAX Alger Midcap GrowthPairCorr
  0.99AMGCX Alger Midcap GrowthPairCorr
  0.98AMGOX Alger Mid CapPairCorr
  0.96AOFYX Alger Small CapPairCorr
  0.96AOFIX Alger Small CapPairCorr
  0.96AOFAX Alger Small CapPairCorr

Moving against Alger Mutual Fund

  0.45AIGIX Alger InternationalPairCorr
  0.35ACEMX Alger Emerging MarketsPairCorr
  0.33AAEMX Alger Emerging MarketsPairCorr

Alger Mutual Fund Highlights

Fund ConcentrationAlger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date6th of April 2023
Fiscal Year EndOctober
Alger Capital Appreciation [ALCCX] is traded in USA and was established 11th of December 2024. Alger Capital is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 1.81 B in assets under management (AUM) with no minimum investment requirementsAlger Capital Apprec is currently producing year-to-date (YTD) return of 55.91%, while the total return for the last 3 years was 12.25%.
Check Alger Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Alger Capital Appreciation Mutual Fund Constituents

AVGOBroadcomStockInformation Technology
CMCSAComcast CorpStockCommunication Services
FISFidelity National InformationStockFinancials
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
TMUST MobileStockCommunication Services
QCOMQualcomm IncorporatedStockInformation Technology
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Alger Capital Apprec Risk Profiles

Alger Capital Against Markets

Other Information on Investing in Alger Mutual Fund

Alger Capital financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Capital security.
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