ALVOX Mutual Fund

ALVOX Mutual Fund (Alger Capital Appreciation Portfolio Class I2) is managed by Alger with $723.4M in net assets. ALVOX expense ratio is 0.94%, holding 74 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. 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 14.86%. ALVOX dividend yield stands at 16.73%, paid annually.

ALVOX top holdings include Nvidia Corp. (13.4%), Microsoft Corp 4.100 Feb 06 37 (9.0%), Amazon.Com Inc (6.7%), Apple, Inc (6.0%), Taiwan Semiconductor - Adr (5.2%). 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.