Alger Capital Appreciation benefits from experienced management, and while recent results have been impressive, its approach is largely in step with aggressive peers in the large-growth Morningstar Category. It earns an Above Average People rating and an Average Process rating.
Alger Capital Appreciation Fund Class A ACAAX
- NAV / 1-Day Return 46.76 / +0.80 %
- Total Assets 3.0B
-
Adj. Expense Ratio
1.280%
- Expense Ratio 1.280%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 76%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0
Morningstar’s Analysis ACAAX
Will ACAAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Meta Platforms Inc Class A | 3.59 | 99M | Communication Services |
Nebius Group NV Shs Class-A- | 3.44 | 95M | Communication Services |
Broadcom Inc | 3.01 | 83M | Technology |
United States