ALARX Mutual Fund
ALARX Mutual Fund
Alger Capital Appreciation Institutional Fund Class I
ALARX Mutual Fund Overview
ALARX Mutual Fund (Alger Capital Appreciation Institutional Fund Class I) is managed by Alger with $1.17B in net assets. ALARX expense ratio is 1.25%, holding 76 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1993-11-08.
ALARX performance shows a YTD return of 15.27%. The 1-year return is 34.54% and the 5-year return is 14.85%. ALARX dividend yield stands at 6.05%, paid annually.
ALARX top holdings include Nvidia Corp (12.8%), Microsoft Corp 4.100 Feb 06 37 (9.2%), Amazon.Com Inc (6.8%), Meta Platforms, Inc. (5.8%), Alphabet Inc series C (5.5%). View all ALARX holdings, sector breakdown, or dividend history.
ALARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALARX alternatives are available via the screener, along with tax-loss harvesting opportunities.