Alger Capital Appreciation S Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market circumstances, the fund invests at least 85% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the advisor believes demonstrate promising growth potential. The Portfolio may invest a significant portion of its assets in securities of companies conducting business within a single sector, as defined by third party sources, including the information technology, consumer discretionary, communication services, and healthcare sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Alger Capital Appreciation Portfolio Class S	No Load	Open			May 1, 2002	$64.13M	1.190%	High	$0	−$2.04M
ALVOX	Alger Capital Appreciation Portfolio Class I-2	Institutional	Open			Jan 25, 1995	$755.54M	0.940%	High	$500,000	−$80.53M

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