Alger Capital Appreciation Fund Quote
| ALCFX Fund | USD 71.17 0.68 0.96% |
Performance22 of 100
| Odds Of DistressLess than 14
|
Alger Capital is trading at 71.17 as of the 2nd of December 2024; that is 0.96 percent increase since the beginning of the trading day. The fund's open price was 70.49. Alger Capital has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Alger Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.. More on Alger Capital Appreciation
Moving together with Alger Mutual Fund
Alger Mutual Fund Highlights
| Fund Concentration | Alger Funds, Large Growth Funds, Large Growth, Alger, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Alger Capital Appreciation [ALCFX] is traded in USA and was established 2nd of December 2024. Alger Capital is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 1.3 B in assets under management (AUM) with no minimum investment requirementsAlger Capital Apprec is currently producing year-to-date (YTD) return of 51.36% with the current yeild of 0.0%, while the total return for the last 3 years was 10.37%.
Check Alger Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alger Capital Appreciation Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| CTAS | Cintas | Stock | Industrials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| DHR | Danaher | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TMUS | T Mobile | Stock | Communication Services |
Alger Capital Apprec Risk Profiles
| Mean Deviation | 0.8517 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.5 |
Alger Capital Against Markets
Other Information on Investing in Alger Mutual Fund
Alger Capital financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Capital security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |