Alger LargeCap Growth Institutional R
111 Fifth Avenue New York NY 10003
Map
Phone: 800-992-3863
| Category: | Large Growth | | Fund Family: | Alger | | Net Assets: | 5.11M | | Year-to-Date Return: | -42.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jan-03 |
|
Dan C. Chung
Lead Manager since
30-Sep-01 | | | Chung is chairman, chief executive officer, chief investment officer and portfolio manager with Fred Alger Management, Inc. He has been with Fred Alger Management since 1994. Chung holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of assets in equity securities of companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth index, updated quarterly as reported by the index as of the most recent quarter-end. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 192.00% | | Average for Category:
| 97.51% |
|
| Expense | ALGIX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$569 | $615 | | 5 Yr Expense Projection*: |
$980 | $944 | | 10 Yr Expense Projection*: |
$2,127 | $1,866 |
|
|
1.83% Nasdaq 0.00%
Profile
