ALVOX Mutual Fund
ALVOX Mutual Fund
Alger Capital Appreciation Portfolio Class I2
ALVOX Mutual Fund Overview
ALVOX Mutual Fund (Alger Capital Appreciation Portfolio Class I2) is managed by Alger with $697.4M in net assets. ALVOX expense ratio is 0.94%, holding 71 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1995-01-25.
ALVOX performance shows a YTD return of 13.11%. The 1-year return is 32.48% and the 5-year return is 16.39%. ALVOX dividend yield stands at 16.57%, paid annually.
ALVOX top holdings include Nvidia Corp. (12.4%), Microsoft Corp 4.100 Feb 06 37 (10.7%), Amazon.Com Inc (6.5%), Apple, Inc (5.8%), Meta Platforms, Inc. (5.7%). View all ALVOX holdings, sector breakdown, or dividend history.
ALVOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALVOX alternatives are available via the screener, along with tax-loss harvesting opportunities.