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Alger Capital Appreciation Institutional Fund Class I: (MF: ALARX)

(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET

$53.49 USD

+0.44 (0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.35 3
3 months 28.91 4
6 months 13.35 3
1 Year 31.64 3
3 Year 32.47 3
5 Year 17.56 15
10 Year 16.65 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 156.35
Bear Market (10/07 - 2/09) -50.11
Bull Market (2/09 - 3/21) 1,559.34

Load Adjusted Returns as of Jun 30, 2025

1 Year 31.64
5 Year 17.55
10 Year 16.66
Since Inception 13.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.07 28.91 NA NA
2024 16.75 10.31 4.14 11.51
2023 13.55 13.86 -4.10 15.23
2022 -12.54 -24.69 -3.05 -1.01
2021 1.07 11.01 -0.44 5.52
2020 -11.30 28.09 13.59 9.51

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.3549.5942.88-36.8017.8841.3433.12-0.6831.020.4412.09
% Total Return Rel to Index 7.1424.5616.63-18.59-10.8022.941.633.709.22-11.4910.70
% Total Return Rel to Peer 9.7927.5716.75-11.933.0515.557.913.7211.78-3.0611.91
% Perf Quintile vs Peer* 0.000.001.004.003.002.003.002.001.004.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.005.742.680.987.996.943.573.612.190.193.63
Expense Ratio 0.001.241.251.161.121.131.161.151.141.121.12

* 1 = Top 20%, 5 = Bottom 20%