ALVOX

About ALVOX

Alger Capital Appreciation Portfolio Class I-2 is a mutual fund focused on large growth equities, aiming to achieve long-term capital appreciation. The fund primarily invests at least 85% of its assets in equity securities of companies demonstrating strong growth potential, with a significant emphasis on the technology and consumer services sectors. Its portfolio is concentrated among some of the largest and most innovative U.S. companies, including Microsoft, NVIDIA, Amazon, Meta Platforms, and Apple, often allocating a substantial portion of assets to these top holdings. This approach gives the fund exposure to dynamic industries driving market innovation and economic expansion. With a relatively high portfolio turnover, the fund actively manages its positions to capitalize on evolving market opportunities within the large cap growth segment. It is categorized as an institutional share class, typically requiring a large minimum investment and offering a competitive expense ratio for its peer group. The fund plays a prominent role for investors and institutions seeking participation in U.S. large-cap growth stocks, serving as a vehicle to capture growth trends in sectors vital to the modern economy.