ACARX Mutual Fund

ACARX Mutual Fund (Alger Capital Appreciation Institutional Fund Class R) is managed by Alger with $467.5M in net assets. ACARX expense ratio is 1.70%, holding 76 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-01-27.

ACARX performance shows a YTD return of 9.08%. The 1-year return is 20.29% and the 5-year return is 14.45%. ACARX dividend yield stands at 8.64%, paid annually.

ACARX top holdings include Nvidia Corp (12.8%), Microsoft Corp (9.2%), Amazon.Com Inc (6.8%), Meta Platforms Inc (5.8%), Alphabet Inc (5.5%). Go to all ACARX holdings, ACARX sectors, or ACARX dividends.

ACARX can be compared against other funds. Use ACARX overlap to find shared positions, or ACARX vs another fund for a side-by-side view. ACARX alternatives are available via the screener, along with tax-loss harvesting opportunities.