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 Dow Up 0.05% Nasdaq Up 0.08%

Alger Capital Appreciation Focus I (ALGRX)

21.58 Up 0.13(0.61%) Jul 23
Prev Close:21.58
YTD Return*:5.51%
Net Assets*:20.08M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ALGRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL5.6617.82
HON3.934.51
CVS3.457.01
GILD3.4413.57
HD3.430.51

Fund Basics

Morningstar Overall Rating:
Total Assets:20.08M
Category:Large Growth
Annual Report Expense Ratio (net):1.15%

Performance & Risk

YTD Return:5.51%
5y Avg Return:16.57%
Rank in Category (ytd):36
% Rank in Category (ytd):2.07%
Beta (3y):1.10
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund intends to invest a substantial portion of its assets in a small number of issuers, and may therefore concentrate its holdings in fewer business sectors or industries. Generally the fund will hold less than 50 securities. The number of securities held by the fund may occasionally exceed this range, including, but not limited to, when the portfolio manager is accumulating new positions, phasing out and replacing existing positions, or responding to unusual market conditions. View More
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