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Alger Capital Appreciation Institutional Fund Class I: (MF: ALARX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:54 PM ET

$59.58 USD

+0.57 (0.97%)

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, 2026

Total Return %* Percentile Rank Objective
YTD 17.26 13
3 months 1.48 24
6 months 30.50 5
1 Year 16.57 20
3 Year 38.69 2
5 Year 17.14 5
10 Year 19.44 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 156.35
Bear Market (10/07 - 2/09) -50.11
Bull Market (2/09 - 3/21) 2,091.39

Load Adjusted Returns as of Sep 30, 2026

1 Year 16.57
5 Year 17.14
10 Year 19.44
Since Inception 14.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.14 28.58 1.48 NA
2025 -12.07 28.91 17.13 -0.59
2024 16.75 10.31 4.14 11.51
2023 13.55 13.86 -4.10 15.23
2022 -12.54 -24.69 -3.05 -1.01
2021 1.07 11.01 -0.44 5.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.2631.9849.5942.88-36.8017.8841.3433.12-0.6831.020.44
% Total Return Rel to Index 4.5113.7624.5616.63-18.59-10.8022.941.633.709.22-11.49
% Total Return Rel to Peer 9.6619.9927.5716.75-11.933.0515.557.913.7211.78-3.06
% Perf Quintile vs Peer* 2.001.001.001.004.003.002.003.002.001.004.00
% Dividends 0.000.030.000.000.000.000.000.000.000.000.00
% Yield 0.050.060.000.100.000.000.000.000.000.000.00
Capital Gains ($) 0.003.745.742.680.987.996.943.573.612.190.19
Expense Ratio 1.201.251.241.251.161.121.131.161.151.141.12

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