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Alger Capital Appreciation Institutional Fund Class Z-2: (MF: ACIZX)

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

$52.02 USD

+0.23 (0.44%)

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 -5.35 88
3 months -5.76 78
6 months 2.98 44
1 Year 27.68 10
3 Year 36.14 3
5 Year 14.93 12
10 Year NA NA

* 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 32.44
5 Year 16.41
10 Year NA
Since Inception 20.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.99 29.01 17.24 -0.51
2024 16.84 10.43 4.26 11.56
2023 13.65 13.95 -4.00 15.39
2022 -12.46 -24.63 -2.97 -0.95
2021 1.15 11.10 -0.37 5.62

Annual Return

2026202520242023202220212020201920182017
% Total Return -5.3532.4450.0843.46-36.6018.2641.7933.54-0.5531.44
% Total Return Rel to Index -3.2214.2225.0617.21-18.39-10.4223.392.053.839.65
% Total Return Rel to Peer -1.9720.4428.0717.33-11.733.4316.018.333.8512.20
% Perf Quintile vs Peer* 5.001.000.001.004.003.002.003.002.001.00
% Dividends 0.000.070.000.000.000.000.000.000.000.00
% Yield 0.000.110.000.170.000.000.000.000.000.00
Capital Gains ($) 0.003.745.742.680.977.996.943.573.552.18
Expense Ratio 0.000.880.880.870.840.790.820.830.820.84

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