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Alger Capital Appreciation A (ACAAX) Fund Ranking and Research

Ranking, Research and Recommendation of Alger Capital Appreciation A (ACAAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Alger Capital Appreciation A Fund (ACAAX) ManagerFund Manager - Ankur Crawford

Fund Manager Information

Fund Manager Tenure: 4.4 years
Similar Funds: ACAPX  ACARX 
Fund Family: Alger
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Alger Capital Appreciation A Fund (ACAAX) ProfileAlger Capital Appreciation A Fund (ACAAX) Profile

Fund Profile and Description

Alger Capital Appreciation A Fund seeks long-term capital appreciation. Alger Capital Appreciation A Fund invests normally at least 85% of net assets plus any borrowings for investment purposes in the equity securities of companies of any market capitalization that demonstrate promising growth potential. It can leverage, that is, borrow money to buy additional securities.

 

Alger Capital Appreciation A (ACAAX) Fund Strength What we like about Alger Capital Appreciation A (ACAAX) Fund

Data for Alger Capital Appreciation A Fund (ACAAX) as of May 30, 2016

  • Alger Capital Appreciation A Fund (ACAAX) management has been with Alger Capital Appreciation A Fund for 4.4 years
  • Alger Capital Appreciation A Fund (ACAAX) has good mid-term performance (3-year return 12.12% vs 10.74% Large Growth category median performance)
  • Alger Capital Appreciation A Fund (ACAAX) has good Long-term performance (5-year return 11.29% vs 10.14% Large Growth category median performance)
  • Alger Capital Appreciation A Fund (ACAAX) ratio of up-years vs down years is greater than 2
  • Alger Capital Appreciation A Fund (ACAAX) has a Morningstar rating of 4 and above
  • Asset base in Alger Capital Appreciation A Fund (ACAAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alger Capital Appreciation A Fund (ACAAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.73, lower than category average of 12.75

Alger Capital Appreciation A Fund (ACAAX) Weakness What we are cautious about Alger Capital Appreciation A (ACAAX) Fund

Data for Alger Capital Appreciation A Fund (ACAAX) as of May 30, 2016

  • Alger Capital Appreciation A Fund (ACAAX) has a less-than-ideal short-term performance (1-year return -3.36% vs -1.74% Large Growth category median performance)
  • Alger Capital Appreciation A Fund (ACAAX) has an annual stock turnover rate of 141.43% that is higher than the Large Growth average of 53.15%. This could mean Alger Capital Appreciation A is more nimble, but also signal potential high tax impact and high trading fees
  • Alger Capital Appreciation A Fund (ACAAX) has a higher expense ratio of 1.23% than its Large Growth average of 1.17%
  • Alger Capital Appreciation A Fund (ACAAX) carries a 5.25% load
See Alger Capital Appreciation A Fund (ACAAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alger Capital Appreciation A Fund (ACAAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alger Capital Appreciation A-1.74-3.3612.1211.29
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Alger Capital Appreciation A Fund (ACAAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Alger Capital Appreciation A Fund (ACAAX) Net Asset TrackingAlger Capital Appreciation A (ACAAX) Fund Net Asset

Track net asset change of Alger Capital Appreciation A fund (ACAAX)

DateNet Asset
05/2016$2.51B
03/2016$2.50B
02/2016$2.36B
More historic net asset information on Alger Capital Appreciation A Fund (ACAAX)

  

Graph of Alger Capital Appreciation A Fund (ACAAX) Portfolio TrackingAlger Capital Appreciation A (ACAAX) Fund Portfolio Allocation

Track portfolio allocation change of Alger Capital Appreciation A fund (ACAAX)

DateCashStockBondOther
03/20162.4%97.13%0%0.47%
01/20164.02%95.37%0%0.61%
12/20154.08%95.34%0%0.58%
Click here to see more historic asset allocation information on Alger Capital Appreciation A Fund (ACAAX)

 

graph of Alger Capital Appreciation A Fund (ACAAX) Top 10 Position TrackingTop 10 Holdings in Alger Capital Appreciation A (ACAAX) Fund

Discover what Alger Capital Appreciation A Fund (ACAAX) manager is buying

Mar 30, 2016
Alphabet Inc. [7.32%]
Apple Inc. [5.16%]
Facebook, Inc. [5.09%]
Microsoft Corporation [4.53%]
Honeywell International Inc. Co [3.35%]
Amazon.com, Inc. [3.31%]
Visa Inc. [2.87%]
Allergan plc Ordinary Shares [2.07%]
Thermo Fisher Scientific Inc Co [1.95%]
Pepsico, Inc. Common Stock [1.79%]

Jan 30, 2016
Alphabet Inc. [8%]
Apple Inc. [5.36%]
Facebook, Inc. [5.3%]
Amazon.com, Inc. [4.46%]
Microsoft Corporation [4.45%]
Visa Inc. [3.33%]
Allergan plc Ordinary Shares [2.49%]
Thermo Fisher Scientific Inc Co [2.17%]
Honeywell International Inc. Co [1.88%]
Bristol-Myers Squibb Company Co [1.75%]

Dec 30, 2015
Alphabet Inc. [6.95%]
Amazon.com, Inc. [4.71%]
Facebook, Inc. [4.52%]
Microsoft Corporation [3.99%]
Apple Inc. [3.93%]
Visa Inc. [3.3%]
Allergan plc Ordinary Shares [2.39%]
Bristol-Myers Squibb Company Co [1.86%]
Honeywell International Inc. Co [1.85%]
Thermo Fisher Scientific Inc Co [1.79%]
Click here for Stock Holding Change Map in Alger Capital Appreciation A Fund (ACAAX)

  

Latest News on Alger Capital Appreciation A (ACAAX) Fund

See what is happening with Alger Capital Appreciation A Fund (ACAAX)

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Alger Capital Appreciation A Fund (ACAAX) Related ResourcesSee more information on Alger Capital Appreciation A (ACAAX) Fund

Popular pages on Alger Capital Appreciation A (ACAAX) Fund

  

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