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

(NASDAQ Mutual Funds) As of Oct 27, 2025 05:42 PM ET

$43.70 USD

+0.86 (2.01%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 32.33 1
3 months 16.97 4
6 months 50.65 2
1 Year 47.35 1
3 Year 40.47 5
5 Year 17.76 14
10 Year 19.01 7

* 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) 1,707.45

Load Adjusted Returns as of Sep 30, 2025

1 Year 47.35
5 Year 17.76
10 Year 19.01
Since Inception 14.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.16 28.78 16.97 NA
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
2020 -11.38 27.93 13.48 9.39

Annual Return

20252024202320222021202020192018201720162015
% Total Return 32.3348.8842.29-37.0817.3640.7332.47-1.1030.47-0.0512.04
% Total Return Rel to Index 17.4923.8616.05-18.88-11.3122.330.983.288.68-11.9910.65
% Total Return Rel to Peer 21.8326.8716.17-12.222.5314.947.263.3011.23-3.5511.86
% Perf Quintile vs Peer* 0.000.002.005.003.002.003.002.002.004.001.00
% 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 ($) 0.005.742.680.977.996.943.563.612.190.193.63
Expense Ratio 1.701.691.681.591.561.581.611.591.621.611.61

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