CNEIX Mutual Fund

CNEIX Mutual Fund

NAV$17.94
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Fund Essentials - as of Jan 31, 2026

Net Assets
$239,040.21
Expense Ratio
0.81%
Dividend Yield (Current)
8.60%
Holdings
30
Inception Date
Apr 4, 2024
Fund Family
Alger
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.31%
1 Year+20.69%

Asset Allocation

Stocks: 97.78%
Cash: 2.22%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.14.82%
MSFTMicrosoft Corp9.34%
AMZNAmazon.Com Inc7.50%
GOOGAlphabet Inc. C6.23%
TSM:TWTaiwan Semiconductor - Adr5.71%
Top 10 Concentration: 65.87%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.60%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CNEIX Mutual Fund Overview

CNEIX Mutual Fund (Alger Concentrated Equity Fund Class I) is managed by Alger with $239,040.21 in net assets. CNEIX expense ratio is 0.81%, holding 30 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2024-04-04.

CNEIX performance shows a YTD return of 9.31%. The 1-year return is 20.69%. CNEIX dividend yield stands at 8.60%, paid annually.

CNEIX top holdings include Nvidia Corp. (14.8%), Microsoft Corp (9.3%), Amazon.Com Inc (7.5%), Alphabet Inc. C (6.2%), Taiwan Semiconductor - Adr (5.7%). Go to all CNEIX holdings, CNEIX sectors, or CNEIX dividends.

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