Morningstar

Alger Mutual Funds

View all of Alger’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Alger Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 16 of 16 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Alger Capital Appreciation Institutional Fund Class YACAYXLarge Growth
17.64%150.870%HighInstitutional$500,000
Alger Focus Equity Fund Class CALCFXLarge Growth
16.94%171.740%AverageLevel Load$1,000
Alger Capital Appreciation Institutional Fund Class Z-2ACIZXLarge Growth
17.64%150.880%HighInstitutional$500,000
Alger Focus Equity Fund Class YALGYXLarge Growth
17.91%150.610%Below AverageInstitutional$500,000
Alger Growth & Income Fund Class AALBAXLarge Blend
14.59%220.930%Below AverageFront Load$1,000
Alger Focus Equity Fund Class IALGRXLarge Growth
18.56%150.950%HighInstitutional$0
Alger Focus Equity Fund Class ZALZFXLarge Growth
17.90%150.660%AverageInstitutional$500,000
Alger Capital Appreciation Portfolio Class S—Large Growth
15.77%221.190%HighNo Load$0
Alger Focus Equity Fund Class AALAFXLarge Growth
17.59%160.990%AverageFront Load$1,000
Alger Capital Appreciation Institutional Fund Class IALARXLarge Growth
18.24%171.250%HighInstitutional$0
Alger Growth & Income Fund Class ZAGIZXLarge Blend
13.77%200.620%Below AverageInstitutional$500,000
Alger Capital Appreciation Portfolio Class I-2ALVOXLarge Growth
16.97%210.940%HighInstitutional$500,000
Alger Capital Appreciation Fund Class AACAAXLarge Growth
16.90%211.280%HighFront Load$1,000
Alger Capital Appreciation Fund Class ZACAZXLarge Growth
16.33%190.910%HighInstitutional$500,000
Alger Balanced Portfolio Class I-2ABLOXModerate Allocation
10.95%80.940%Above AverageInstitutional$500,000
Alger Growth & Income Portfolio I-2AIGOXLarge Blend
15.66%160.760%Above AverageInstitutional$500,000

Alger Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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