Morningstar

Alger Capital Appreciation Portfolio Class I-2 ALVOX

Morningstar Medalist Rating
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Medalist Rating as of See Alger Investment Hub
  • NAV / 1-Day Return $143.03  /  +1.58 %
  • Fund Size $776.9M
  • Adjusted Expense Ratio 0.940%
  • Net Expense Ratio 0.940%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 76%
NAV and 1-Day Return as of

Morningstar’s Analysis ALVOX

Will ALVOX outperform in the 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 ALVOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALVOX 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 ALVOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Riding the growth wave.

Sbidag Demerjian

Sbidag Demerjian

Summary

Alger Capital Appreciation benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.

by Sbidag Demerjian
Rated on Published on

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Portfolio Holdings ALVOX

More ALVOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alphabet Inc Class C

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Taiwan Semiconductor Manufacturing Co Ltd ADR

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Western Digital Corp

4.03 31M
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Broadcom Inc

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Nebius Group NV Shs Class-A-

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