Back to top
more

Alger Capital Appreciation Institutional Fund Class R: (MF: ACARX)

(NASDAQ Mutual Funds) As of Jun 1, 2026 06:08 PM ET

$45.01 USD

+0.58 (1.31%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.10 32
3 months 6.06 14
6 months 0.13 56
1 Year 52.13 10
3 Year 36.17 5
5 Year 14.78 10
10 Year 18.32 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.48
Bull Market (2/09 - 3/21) 1,768.37

Load Adjusted Returns as of Apr 30, 2026

1 Year 34.25
5 Year 12.81
10 Year 16.44
Since Inception 13.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.24 NA NA NA
2025 -12.16 28.78 16.97 -0.71
2024 16.62 10.19 4.04 11.34
2023 13.41 13.74 -4.19 15.14
2022 -12.63 -24.79 -3.14 -1.13
2021 0.97 10.87 -0.56 5.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1031.3948.8842.29-37.0817.3640.7332.47-1.1030.47-0.05
% Total Return Rel to Index -5.9113.1723.8616.05-18.88-11.3122.330.983.288.68-11.99
% Total Return Rel to Peer -5.0319.3926.8716.17-12.222.5314.947.263.3011.23-3.55
% Perf Quintile vs Peer* 4.001.001.002.005.003.002.003.002.002.004.00
% Dividends 0.000.010.000.000.000.000.000.000.000.000.00
% Yield 0.030.030.000.050.000.000.000.000.000.000.00
Capital Gains ($) 0.003.745.742.680.977.996.943.563.612.190.19
Expense Ratio 0.001.701.691.681.591.561.581.611.591.621.61

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