ACIZX Mutual Fund

ACIZX Mutual Fund (Alger Capital Appreciation Institutional Fund Class Z-2) is managed by Alger with $1.16B in net assets. ACIZX expense ratio is 0.88%, holding 76 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2016-10-14.

ACIZX performance shows a YTD return of 9.57%. The 1-year return is 21.28% and the 5-year return is 15.95%. ACIZX dividend yield stands at 6.09%, paid annually.

ACIZX 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 ACIZX holdings, ACIZX sectors, or ACIZX dividends.

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