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 (22), Ankur Crawford (11), 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 | 0.10% | |||
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| Dividend Yield (Forward) | 0.38% | |||
| Asset Allocation | ACIZX-NASDAQ | Click to Compare |
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| Cash | -0.13% | |||
| Stock | 93.44% | |||
| U.S. Stock | 82.53% | |||
| Non-U.S. Stock | 10.91% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 6.69% | |||
| Price History | ACIZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.08% | |||
| 30-Day Total Return | 4.79% | |||
| 60-Day Total Return | 5.34% | |||
| 90-Day Total Return | 5.49% | |||
| Year to Date Total Return | 18.58% | |||
| 1-Year Total Return | 16.88% | |||
| 2-Year Total Return | 76.54% | |||
| 3-Year Total Return | 175.26% | |||
| 5-Year Total Return | 123.72% | |||
| 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 | $67.57 | |||
| 1-Month Low NAV | $63.74 | |||
| 1-Month High NAV | $67.89 | |||
| 52-Week Low NAV | $48.83 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $67.89 | |||
| 52-Week High Price (Date) | Sep 22, 2026 | |||
| Beta / Standard Deviation | ACIZX-NASDAQ | Click to Compare |
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| Beta | 1.53 | |||
| Standard Deviation | 21.24 | |||
| Balance Sheet | ACIZX-NASDAQ | Click to Compare |
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| Total Assets | 3.66B | |||
| 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% | |||