ACAYX Mutual Fund

ACAYX Mutual Fund (Alger Capital Appreciation Institutional Fund Class Y) is managed by Alger with $737.3M in net assets. ACAYX expense ratio is 0.87%, holding 76 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-02-28.

ACAYX performance shows a YTD return of 13.43%. The 1-year return is 23.74% and the 5-year return is 22.21%. ACAYX dividend yield stands at 5.84%, paid annually.

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

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