ACAAX Mutual Fund
ACAAX Mutual Fund
ACAAX Mutual Fund
Alger Capital Appreciation Fund Class A
ACAAX Mutual Fund Overview
ACAAX Mutual Fund (Alger Capital Appreciation Fund Class A) is managed by Alger with $1.31B in net assets. ACAAX expense ratio is 1.28%, holding 73 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 1996-12-31.
ACAAX performance shows a YTD return of 12.06%. The 1-year return is 21.46% and the 5-year return is 14.60%. ACAAX dividend yield stands at 8.73%, paid annually.
ACAAX top holdings include Nvidia Corp (13.4%), Microsoft Corp (10.2%), Amazon.Com Inc (7.7%), Meta Platforms Inc (6.4%), Apple, Inc (5.6%). Go to all ACAAX holdings, ACAAX sectors, or ACAAX dividends.
ACAAX can be compared against other funds. Use ACAAX overlap to find shared positions, or ACAAX vs another fund for a side-by-side view. ACAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.