Alger Capital Appreciation Fund Quote
| ACARX Fund | USD 33.31 0.41 1.25% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Alger Capital is trading at 33.31 as of the 19th of January 2025; that is 1.25% increase since the beginning of the trading day. The fund's open price was 32.9. Alger Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
The fund normally 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. More on Alger Capital Appreciation
Alger Mutual Fund Highlights
| Fund Concentration | Alger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors) |
| Update Date | 31st of December 2024 |
Alger Capital Appreciation [ACARX] is traded in USA and was established 19th of January 2025. 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 3.9 B in assets under management (AUM) with no minimum investment requirementsAlger Capital Apprec is currently producing year-to-date (YTD) return of 3.35%, while the total return for the last 3 years was 13.82%.
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
| AVGO | Broadcom | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| FIS | Fidelity National Information | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Alger Capital Apprec Risk Profiles
| Mean Deviation | 1.28 | |||
| Standard Deviation | 2.34 | |||
| Variance | 5.47 | |||
| Risk Adjusted Performance | (0.01) |
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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