ACIZX – Alger Capital Appreciation Instl Z-2 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally 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 manager believes demonstrate promising growth potential.

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
ALARX	Alger Capital Appreciation Institutional Fund Class I	Institutional	Open			Nov 8, 1993	$1.20B	1.250%	High	$0	−$290.65M
ACIZX	Alger Capital Appreciation Institutional Fund Class Z-2	Institutional	Open			Oct 14, 2016	$1.24B	0.880%	High	$500,000	$136.49M
ACAYX	Alger Capital Appreciation Institutional Fund Class Y	Institutional	Open			Feb 28, 2017	$738.20M	0.870%	High	$500,000	$101.37M
ACARX	Alger Capital Appreciation Institutional Fund Class R	Retirement, Medium	Open			Jan 27, 2003	$482.01M	1.700%	High	$0	−$79.04M

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