ACARX Mutual Fund
ACARX Mutual Fund
Alger Capital Appreciation Institutional Fund Class R
ACARX Mutual Fund Overview
ACARX Mutual Fund (Alger Capital Appreciation Institutional Fund Class R) is managed by Alger with $454.1M in net assets. ACARX expense ratio is 1.70%, holding 76 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2003-01-27.
ACARX performance shows a YTD return of 15.02%. The 1-year return is 33.91% and the 5-year return is 21.50%. ACARX dividend yield stands at 8.47%, paid annually.
ACARX 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. C (5.5%). View all ACARX holdings, sector breakdown, or dividend history.
ACARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACARX alternatives are available via the screener, along with tax-loss harvesting opportunities.