Alger Capital Appreciation Fund Quote
| ALARX Fund | USD 45.67 0.17 0.37% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Alger Capital is trading at 45.67 as of the 31st of January 2025; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 45.5. Alger Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st 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
Moving together with ALGER Mutual Fund
ALGER Mutual Fund Highlights
| Fund Concentration | Alger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 6th of April 2023 |
| Fiscal Year End | October |
Alger Capital Appreciation [ALARX] is traded in USA and was established 31st 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 2.14 B in assets under management (AUM) with no minimum investment requirementsAlger Capital Apprec is currently producing year-to-date (YTD) return of 6.98%, while the total return for the last 3 years was 18.79%.
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
| HON | Honeywell International | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| FISV | Fiserv Inc | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TMUS | T Mobile | Stock | Communication Services | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Alger Capital Apprec Risk Profiles
| Mean Deviation | 1.35 | |||
| Semi Deviation | 2.91 | |||
| Standard Deviation | 2.18 | |||
| Variance | 4.76 |
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.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |