ACIZX - Alger Capital Appreciation Institutional Fund Class Z-2

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Alger Capital Appreciation Institutional Fund Class Z-2

Alger Institutional Funds

360 Park Avenue South

New York, NY 10010

800-992-3362
Management Information
Ankur Crawford,Lead Manager since May 31, 2015
Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Capital Appreciation Focus, Alger Spectra, and Alger 25 strategies. Dr. Crawford joined Alger in September 2004 and has 15 years of investment experience. She began her career at Alger as a Research Associate and completed Alger’s in-house analyst training program. Over the next several years, Dr. Crawford was promoted to Associate Analyst, Analyst, and then ultimately to Senior Analyst. Dr. Crawford also became a portfolio manager to the Alger Mid Cap Growth strategies in 2010. Additionally, she was Head of the Technology sector team from January 2013 – April 2016. In 2015, Ankur was named a portfolio manager of the Alger Capital Appreciation and Alger Spectra strategies. Prior to joining Alger, she earned a Ph.D. in Materials Science and Engineering from Stanford University. Dr. Crawford was an awardee of the prestigious Intel Corporation Ph.D. Fellowship Program and worked as an engineer with Intel. Previously, she was a summer analyst with Merrill Lynch. She graduated from the University of California, Berkeley, with a B.S. in Mechanical Engineering and a B.S. in Materials Science and Engineering.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryLarge Growth
Fund FamilyAlger
Net Assets3.58B
YTD Return13.79%
Yield0.00%
Morningstar Rating★★★★
Inception DateOct. 13, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover80.36%
Average for CategoryN/A

Fees & Expenses

ExpenseACIZXCategory Average
Annual Report Expense Ratio (net)0.83%1.05%
Prospectus Net Expense Ratio0.83%N/A
Prospectus Gross Expense Ratio0.83%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.45%
3 Yr Expense Projection265N/A
5 Yr Expense Projection460N/A
10 Yr Expense Projection1,025N/A