Alger Capital Appreciation B
111 Fifth Avenue New York NY 10003
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Phone: 800-992-3863
| Category: | Large Growth | | Fund Family: | Alger | | Net Assets: | 122.82M | | Year-to-Date Return: | -15.28% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Oct-93 |
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Patrick Kelly
Lead Manager since
30-Sep-04 | | | Kelly is senior vice president and portfolio manager with Fred Alger Management. He has been employed by Fred Alger Management as a research associate from July 1999 to February 2001, as an assistant vice president and assistant analyst from February 2001 to September 2001, as a vice president and senior analyst from September 2001 to September 2004. Kelly began his career as an investment banking analyst at SG Co wen. Kelly holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests normally at least 85% of assets plus any borrowings for investment purposes in the equity securities of companies of any market capitalization that demonstrate promising growth potential. It can leverage, that is, borrow money to buy additional securities. |
| Last Dividend
| N/A | | Last Cap Gain
(15-Dec-00):
| 0.48 | | Annual Holdings Turnover
| 252.00% | | Average for Category:
| 98.59% |
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| Expense | ACAPX | Category
Avg | | Total Expense Ratio: | 2.21%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$991 | $629 | | 5 Yr Expense Projection*: |
$1,385 | $962 | | 10 Yr Expense Projection*: |
$2,350 | $1,893 |
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0.73% Nasdaq 0.00%
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