ALARX Mutual Fund

ALARX Mutual Fund (Alger Capital Appreciation Institutional Fund Class I) is managed by Alger with $1.26B in net assets. ALARX expense ratio is 1.25%, holding 76 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1993-11-08.

ALARX performance shows a YTD return of 9.35%. The 1-year return is 20.84% and the 5-year return is 14.95%. ALARX dividend yield stands at 6.37%, paid annually.

ALARX 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 ALARX holdings, ALARX sectors, or ALARX dividends.

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