Alger Capital Appreciation PortfolioALVOX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$659.9M
Expense ratio
0.94%
1-year return
+35.5%
3 years, a year
+16.0%
5 years, a year
+9.3%
Holdings
74
What it aims to do.
Alger Capital Appreciation Portfolio seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 13.41% |
| MSFT Microsoft Corp. | 9.03% |
| AMZN Amazon.com, Inc. | 6.65% |
| AAPL Apple Inc. | 6.03% |
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | 5.18% |
| GOOG Alphabet Inc. | 5.08% |
| META Meta Platforms Inc | 4.72% |
| JOBY Nebius Group N.V. | 4.29% |
| AVGO Broadcom Inc | 4.05% |
| TSLA Tesla Inc | 3.15% |
More on ALVOX.
- ALVOX overview
- ALVOX holdings
- ALVOX risk
- ALVOX costs
- ALVOX money in and out
- ALVOX share classes
- Compare ALVOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.