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Alger Capital Appreciation Instl R (ACARX) Fund Ranking and Research

Ranking, Research and Recommendation of Alger Capital Appreciation Instl R (ACARX) Fund

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

 

Graph of Alger Capital Appreciation Instl R Fund (ACARX) ManagerFund Manager - Ankur Crawford

Fund Manager Information

Fund Manager Tenure: 4.4 years
Similar Funds: ACAAX  ACAPX 
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 Instl R Fund (ACARX) ProfileAlger Capital Appreciation Instl R Fund (ACARX) Profile

Fund Profile and Description

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

 

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

Data for Alger Capital Appreciation Instl R Fund (ACARX) as of May 30, 2016

  • Alger Capital Appreciation Instl R Fund (ACARX) management has been with Alger Capital Appreciation Instl R Fund for 4.4 years
  • Alger Capital Appreciation Instl R Fund (ACARX) has good mid-term performance (3-year return 11.69% vs 10.74% Large Growth category median performance)
  • Alger Capital Appreciation Instl R Fund (ACARX) has good Long-term performance (5-year return 10.83% vs 10.14% Large Growth category median performance)
  • 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
  • Alger Capital Appreciation Instl R Fund (ACARX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.63, lower than category average of 12.75

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

Data for Alger Capital Appreciation Instl R Fund (ACARX) as of May 30, 2016

  • Alger Capital Appreciation Instl R Fund (ACARX) has a less-than-ideal short-term performance (1-year return -3.47% vs -1.74% Large Growth category median performance)
  • Alger Capital Appreciation Instl R Fund (ACARX) has an annual stock turnover rate of 136.03% that is higher than the Large Growth average of 53.15%. 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) has a higher expense ratio of 1.61% than its Large Growth average of 1.17%
  • 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 May 30, 2016

 

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Compare Alger Capital Appreciation Instl R Fund (ACARX)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 Instl R-1.78-3.4711.6910.83
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 Instl R Fund (ACARX)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 Instl R Fund (ACARX) Net Asset TrackingAlger Capital Appreciation Instl R (ACARX) Fund Net Asset

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

DateNet Asset
05/2016$3.74B
03/2016$3.74B
02/2016$3.50B
More historic net asset information on Alger Capital Appreciation Instl R Fund (ACARX)

  

Graph of Alger Capital Appreciation Instl R Fund (ACARX) Portfolio TrackingAlger Capital Appreciation Instl R (ACARX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20163.65%95.86%0%0.49%
12/20156.04%93.46%0%0.5%
11/20155.03%94.51%0%0.46%
Click here to see more historic asset allocation information on Alger Capital Appreciation Instl R Fund (ACARX)

 

graph of Alger Capital Appreciation Instl R Fund (ACARX) Top 10 Position TrackingTop 10 Holdings in Alger Capital Appreciation Instl R (ACARX) Fund

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

Mar 30, 2016
Alphabet Inc. [7.28%]
Apple Inc. [5.23%]
Facebook, Inc. [5.07%]
Microsoft Corporation [4.5%]
Honeywell International Inc. Co [3.44%]
Amazon.com, Inc. [3.39%]
Visa Inc. [2.9%]
Allergan plc Ordinary Shares [2.07%]
Thermo Fisher Scientific Inc Co [1.97%]
Pepsico, Inc. Common Stock [1.84%]

Dec 30, 2015
Alphabet Inc. [6.97%]
Amazon.com, Inc. [4.82%]
Facebook, Inc. [4.65%]
Apple Inc. [4.08%]
Microsoft Corporation [4%]
Visa Inc. [3.34%]
Allergan plc Ordinary Shares [2.48%]
Honeywell International Inc. Co [1.91%]
Bristol-Myers Squibb Company Co [1.87%]
Thermo Fisher Scientific Inc Co [1.81%]

Nov 29, 2015
Alphabet Inc. [5.92%]
Amazon.com, Inc. [4.69%]
Apple Inc. [4.65%]
Facebook, Inc. [4.33%]
Microsoft Corporation [4.06%]
Visa Inc. [3.51%]
Comcast Corporation [1.96%]
Allergan plc Ordinary Shares [1.8%]
Delphi Automotive PLC [1.6%]
Gilead Sciences, Inc. [1.54%]
Click here for Stock Holding Change Map in Alger Capital Appreciation Instl R Fund (ACARX)

  

Latest News on Alger Capital Appreciation Instl R (ACARX) Fund

See what is happening with Alger Capital Appreciation Instl R Fund (ACARX)

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Alger Capital Appreciation Instl R Fund (ACARX) Related ResourcesSee more information on Alger Capital Appreciation Instl R (ACARX) Fund

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