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The Alger Fds, Alger Capital Appreciation Fund Class Z: (MF: ACAZX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$40.37 USD

+0.18 (0.45%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -5.74 91
3 months -6.01 91
6 months 2.16 68
1 Year 26.46 5
3 Year 35.78 1
5 Year 14.72 4
10 Year 18.64 2

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 31.62
5 Year 16.28
10 Year 18.22
Since Inception 16.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.03 28.92 17.05 -0.85
2024 16.88 10.40 4.37 11.58
2023 13.63 14.03 -3.95 15.36
2022 -12.52 -24.54 -3.00 -0.86
2021 1.07 11.02 -0.38 5.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.7431.6250.2743.59-36.5317.9342.0833.61-0.3431.690.67
% Total Return Rel to Index -3.4113.4025.2517.34-18.32-10.7523.682.124.049.90-11.26
% Total Return Rel to Peer -3.4818.9130.8820.59-16.83-4.1222.165.196.5111.02-7.14
% Perf Quintile vs Peer* 5.001.000.001.005.004.001.002.001.001.005.00
% 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 ($) 0.003.924.341.820.847.415.152.202.621.670.17
Expense Ratio 0.000.910.880.860.850.830.840.870.870.880.89

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