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Mutual Fund Insights: Alger Capital Appreciation Instl R Fund (ACARX)

In-depth Analysis of Alger Capital Appreciation Instl R Fund (ACARX)

Mutual fund chart: Alger Capital Appreciation Instl R Fund (ACARX)

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See Alger Capital Appreciation Instl R Fund (ACARX) performance details as of January 31, 2010

  

    Last Trade: $18.17 on 3/12/2010, Change: -0.01 (-0.06%)
Experiment our closing price forecasting tool for Alger Capital Appreciation Instl R Fund (ACARX) (alpha release)

  

Fund Manager - Patrick Kelly

Fund Manager Tenure: 5.5 years   [Similar Funds: ACAAX  ACAPX ]
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Kelly is senior vice president and portfolio manager with Fred Alger Management. Kelly has been employed by Fred Alger Management as a research associate from July 1999 to February 2001, as an assistant vice president and assistant analyst from February 2001 to September 2001, as a vice president and senior analyst from September 2001 to September 2004. Kelly began his career as an investment banking analyst at SG Co wen.  Get more insights on Patrick Kelly

  

What we like about Alger Capital Appreciation Instl R Fund (ACARX) What we like about Alger Capital Appreciation Instl R Fund (ACARX)

Data for Alger Capital Appreciation Instl R Fund (ACARX) as of January 31, 2010

  • Alger Capital Appreciation Instl R Fund (ACARX) management has been with Alger Capital Appreciation Instl R Fund for 5.5 years
  • Alger Capital Appreciation Instl R Fund (ACARX) has good short-term performance (1-year return 46.25% vs 35.76% Large Growth category average)
  • Alger Capital Appreciation Instl R Fund (ACARX) has good mid-term performance (3-year return -0.43% vs -5.20% Large Growth category average)
  • Alger Capital Appreciation Instl R Fund (ACARX) has good Long-term performance (5-year return 7.43% vs 0.87% Large Growth category average)
  • Alger Capital Appreciation Instl R Fund (ACARX) ratio of up-years vs down years is greater than 2
  • Alger Capital Appreciation Instl R Fund (ACARX) has a Morningstar rating of 4 and above

  

What we are cautious about Alger Capital Appreciation Instl R Fund (ACARX) What we are cautious about Alger Capital Appreciation Instl R Fund (ACARX)

Data for Alger Capital Appreciation Instl R Fund (ACARX) as of January 31, 2010

  • Alger Capital Appreciation Instl R Fund (ACARX) has an annual stock turnover rate of 306.87% that is higher than the Large Growth average of 109.93%. This could mean Alger Capital Appreciation Instl R is more nimble, but also signal potential high tax impact and high trading fees
  • Alger Capital Appreciation Instl R Fund (ACARX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.78 that is higher than category average of 21.28
  • Alger Capital Appreciation Instl R Fund (ACARX) has a higher management fee of 1.68% than its Large Growth average of 1.33%
  • Even though Alger Capital Appreciation Instl R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Alger Capital Appreciation Instl R Fund (ACARX) performance details as of January 31, 2010

  

  

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Alger Capital Appreciation Instl R Fund (ACARX) Net Asset

Track net asset change of Alger Capital Appreciation Instl R fund (ACARX)

DateNet Asset
01/2010$115.29M
11/2009$98.96M
10/2009$89.83M
More historic net asset information on Alger Capital Appreciation Instl R Fund (ACARX)

  

Alger Capital Appreciation Instl R Fund (ACARX) Portfolio Allocation

Track portfolio allocation change of Alger Capital Appreciation Instl R fund (ACARX)

DateCashStockBondOther
11/20096.33%93.67%0%0%
08/20090.83%99.18%0%0%
07/20090.55%98.78%0%0.68%
Click here to see more historic asset allocation information on Alger Capital Appreciation Instl R Fund (ACARX)

  

Most Recent Top 10 Holdings in Alger Capital Appreciation Instl R Fund (ACARX)

Discover what Alger Capital Appreciation Instl R Fund (ACARX) manager is buying

30-Nov-09
Apple Inc. [3.65%]
WAL MART STORES [3.35%]
CHEVRON CORP [3.26%]
Google Inc. [2.5%]
Microsoft Corporation [2.24%]
Seagate Technology. [2.21%]
Intel Corporation [2.21%]
THE TRAVELERS CO [2%]
JP MORGAN CHASE CO [1.98%]
ABBOTT LABORATORIES [1.9%]

31-Aug-09
Apple Inc. [4.15%]
Microsoft Corporation [3.54%]
WAL MART STORES [3.22%]
CHEVRON CORP [2.6%]
ON Semiconductor Corporation [2.15%]
Seagate Technology. [2.15%]
OWENS ILLINOIS [1.93%]
ABBOTT LABORATORIES [1.92%]
PRUDENTIAL FINCL INC [1.81%]
KROGER CO [1.78%]

31-Jul-09
Apple Inc. [3.89%]
Microsoft Corporation [3.13%]
ABBOTT LABORATORIES [3.02%]
CHEVRON CORP [2.27%]
WAL MART STORES [2.22%]
PHILIP MORRIS INTL [1.88%]
KROGER CO [1.74%]
BAXTER INTL INC [1.64%]
QUALCOMM Incorporated [1.63%]
Yahoo! Inc. [1.6%]
Click here for Stock Holding Change Map in Alger Capital Appreciation Instl R Fund (ACARX)

  

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