ACAAX Mutual Fund
ACAAX Mutual Fund
Alger Capital Appreciation Fund Class A
ACAAX Mutual Fund Overview
ACAAX Mutual Fund (Alger Capital Appreciation Fund Class A) is managed by Alger with $1.23B in net assets. ACAAX expense ratio is 1.28%, holding 73 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1996-12-31.
ACAAX performance shows a YTD return of 13.53%. The 1-year return is 31.66% and the 5-year return is 21.29%. ACAAX dividend yield stands at 8.62%, paid annually.
ACAAX top holdings include Nvidia Corp. (13.4%), Microsoft Corp 4.100 Feb 06 37 (10.2%), Amazon.Com Inc (7.7%), Meta Platforms, Inc. (6.4%), Apple, Inc (5.6%). View all ACAAX holdings, sector breakdown, or dividend history.
ACAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.