Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Alger Capital Appreciation Ptfl I-2 (ALVOX)

72.79 Up 0.15(0.21%) Apr 17
Get the big picture on all your investments.
Prev Close:72.64
YTD Return*:0.91%
Net Assets*:480.30M
Yield*:0.32%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for ALVOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOOG4.661.27
AAPL4.54-2.91
FB2.7414.59
GILD2.52-1.94
AMZN2.49-13.99

Fund Basics

Morningstar Overall Rating:
Total Assets:480.3M
Category:Large Growth
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:0.91%
5y Avg Return:23.06%
Rank in Category (ytd):36
% Rank in Category (ytd):2.03%
Beta (3y):1.12
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. Under normal market circumstances, the fund invests at least 85% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the advisor believes demonstrate promising growth potential. It can leverage, that is, borrow money to buy additional securities. By borrowing money, the fund has the potential to increase its returns if the increase in the value of the securities purchased exceeds the cost of borrowing, including interest paid on the money borrowed. The fund can also invest in derivative instruments. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback