Alger Capital Appreciation Institutional Fund Class R
ACARX
NASDAQ
Weiss Ratings | ACARX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | ACARX-NASDAQ | Click to Compare |
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Provider | Alger | |||
Manager/Tenure (Years) | Patrick Kelly (20), Ankur Crawford (10), Daniel C. Chung (4) | |||
Website | http://www.alger.com | |||
Fund Information | ACARX-NASDAQ | Click to Compare |
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Fund Name | Alger Capital Appreciation Institutional Fund Class R | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Aggressive Growth | |||
Inception Date | Jan 27, 2003 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | ACARX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | ACARX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.39% | |||
Asset Allocation | ACARX-NASDAQ | Click to Compare |
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Cash | 0.08% | |||
Stock | 98.76% | |||
U.S. Stock | 90.37% | |||
Non-U.S. Stock | 8.39% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 1.16% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | ACARX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.52% | |||
30-Day Total Return | 3.04% | |||
60-Day Total Return | 6.41% | |||
90-Day Total Return | 12.29% | |||
Year to Date Total Return | 19.88% | |||
1-Year Total Return | 44.65% | |||
2-Year Total Return | 92.37% | |||
3-Year Total Return | 129.52% | |||
5-Year Total Return | 100.64% | |||
Price | ACARX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | ACARX-NASDAQ | Click to Compare |
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Nav | $38.64 | |||
1-Month Low NAV | $37.92 | |||
1-Month High NAV | $39.79 | |||
52-Week Low NAV | $25.23 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $39.79 | |||
52-Week High Price (Date) | Aug 12, 2025 | |||
Beta / Standard Deviation | ACARX-NASDAQ | Click to Compare |
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Beta | 1.24 | |||
Standard Deviation | 20.68 | |||
Balance Sheet | ACARX-NASDAQ | Click to Compare |
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Total Assets | 2.66B | |||
Operating Ratios | ACARX-NASDAQ | Click to Compare |
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Expense Ratio | 1.69% | |||
Turnover Ratio | 59.80% | |||
Performance | ACARX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 33.41% | |||
Last Bear Market Total Return | -24.79% | |||