Alger Capital Appreciation Fund Quote

ALVOX Fund  USD 134.50  0.87  0.65%   

Performance

Very Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Alger Capital is trading at 134.50 as of the 19th of July 2025; that is 0.65% up since the beginning of the trading day. The fund's open price was 133.63. Alger Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market circumstances, the fund invests at least 85 percent 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. More on Alger Capital Appreciation

Moving together with Alger Mutual Fund

  0.98AMGAX Alger Midcap GrowthPairCorr
  0.98AMGCX Alger Midcap GrowthPairCorr
  0.99AMGOX Alger Mid CapPairCorr
  0.95AOFAX Alger Small CapPairCorr
  0.95AOFCX Alger Small CapPairCorr
  0.99CHUCX Alger Global GrowthPairCorr

Alger Mutual Fund Highlights

Fund ConcentrationAlger Funds, Large Growth Funds, Large Growth, Alger (View all Sectors)
Update Date30th of June 2025
Alger Capital Appreciation [ALVOX] is traded in USA and was established 19th of July 2025. Alger Capital is listed under Alger category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Alger family. This fund presently has accumulated 568.75 M in assets under management (AUM) with no minimum investment requirementsAlger Capital Apprec is currently producing year-to-date (YTD) return of 14.31%, while the total return for the last 3 years was 31.37%.
Check Alger Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alger Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alger Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alger Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Alger Capital Appreciation Mutual Fund Constituents

HONHoneywell InternationalStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
BSXBoston Scientific CorpStockHealth Care
FBProShares Trust ProSharesEtfInternet Content & Information
VVisa Class AStockFinancials
TMUST MobileStockCommunication Services
PYPLPayPal HoldingsStockFinancials
MSFTMicrosoftStockInformation Technology
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Alger Capital Apprec Risk Profiles

Alger Capital Against Markets

Other Information on Investing in Alger Mutual Fund

Alger Capital financial ratios help investors to determine whether Alger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alger with respect to the benefits of owning Alger Capital security.
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