Alger Capital Appreciation Institutional Fund Class Z-2
ACIZX
NASDAQ
| Weiss Ratings | ACIZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ACIZX-NASDAQ | Click to Compare |
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| Provider | Alger | |||
| Manager/Tenure (Years) | Patrick Kelly (21), Ankur Crawford (10), Daniel C. Chung (5) | |||
| Website | http://www.alger.com | |||
| Fund Information | ACIZX-NASDAQ | Click to Compare |
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| Fund Name | Alger Capital Appreciation Institutional Fund Class Z-2 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | Oct 14, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ACIZX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.11% | |||
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| Dividend Yield (Forward) | 0.37% | |||
| Asset Allocation | ACIZX-NASDAQ | Click to Compare |
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| Cash | 0.03% | |||
| Stock | 98.05% | |||
| U.S. Stock | 83.00% | |||
| Non-U.S. Stock | 15.05% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 1.93% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ACIZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 5.55% | |||
| 30-Day Total Return | 11.12% | |||
| 60-Day Total Return | 28.68% | |||
| 90-Day Total Return | 26.58% | |||
| Year to Date Total Return | 17.47% | |||
| 1-Year Total Return | 48.06% | |||
| 2-Year Total Return | 93.07% | |||
| 3-Year Total Return | 168.81% | |||
| 5-Year Total Return | 137.07% | |||
| Price | ACIZX-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 | ACIZX-NASDAQ | Click to Compare |
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| Nav | $66.94 | |||
| 1-Month Low NAV | $60.77 | |||
| 1-Month High NAV | $66.94 | |||
| 52-Week Low NAV | $48.35 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $66.94 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | ACIZX-NASDAQ | Click to Compare |
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| Beta | 1.44 | |||
| Standard Deviation | 21.03 | |||
| Balance Sheet | ACIZX-NASDAQ | Click to Compare |
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| Total Assets | 3.30B | |||
| Operating Ratios | ACIZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.88% | |||
| Turnover Ratio | 77.42% | |||
| Performance | ACIZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 39.04% | |||
| Last Bear Market Total Return | -24.63% | |||