ALVOX Mutual Fund

ALVOX Mutual Fund (Alger Capital Appreciation Portfolio Class I2) is managed by Alger with $758.2M in net assets. ALVOX expense ratio is 0.94%, holding 71 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1995-01-25.

ALVOX performance shows a YTD return of 8.34%. The 1-year return is 20.41% and the 5-year return is 14.84%. ALVOX dividend yield stands at 17.30%, paid annually.

ALVOX top holdings include Nvidia Corp. (12.4%), Microsoft Corp (10.7%), Amazon.Com Inc (6.5%), Apple, Inc (5.8%), Meta Platforms, Inc. (5.7%). Go to all ALVOX holdings, ALVOX sectors, or ALVOX dividends.

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