Alger Capital Appreciation Ptfl I-2
111 Fifth Avenue New York NY 10003
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Phone: 800-992-3863
| Category: | Large Growth | | Fund Family: | Alger | | Net Assets: | 223.91M | | Year-to-Date Return: | 35.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jan-95 |
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Patrick Kelly
Lead Manager since
30-Sep-04 | | | 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. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 85% of net assets in the equity securities of companies of any size that the management believes demonstrate promising growth potential. It can leverage, that is, borrow money to buy additional securities. The fund has the potential to increase returns if the increase in the value of the securities purchased exceeds the cost of borrowing, including interest paid on the money borrowed. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(29-May-01):
| 1.19 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | ALVOX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 290 | $672 | | 5 Yr Expense Projection*: |
$ 512 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,150 | $2,074 |
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0.16% Nasdaq 0.00%
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