Alger Capital Appreciation Institutional Fund
Shareclass
Alger Capital Appreciation Instl Z-2 (ACIZX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Alger Capital Appreciation Institutional Fund
FUND COVERAGE
# of holdings63
% of assets93%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.62%$16.48M
- 2. Microsoft Corp12%$331.75M
- 3. S&P Global Inc0.76%$20.28M
- 4. Pinterest Inc Class A0.44%$11.85M
- 5. Vistra Corp1.45%$38.74M
- 6. Meta Platforms Inc Class A7.4%$197.42M
- 7. Visa Inc Class A1.29%$34.43M
- 8. Cardinal Health Inc0.26%$7.01M
- 9. Cloudflare Inc0.43%$11.57M
- 10. Alphabet Inc Class C2.4%$64.01M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.03%$750,089
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.18%$4.88M
- 3. Astera Labs Inc0.98%$26.08M
- 4. Carvana Co Class A0.39%$10.35M
- 5. QXO Inc0.33%$8.68M
- 6. Heico Corp Class A0.53%$14.24M
- 7. Heico Corp0.38%$10.23M
- 8. Talen Energy Corp Ordinary Shares New3.21%$85.57M
- 9. Roblox Corp Ordinary Shares - Class A1.06%$28.3M
- 10. Palantir Technologies Inc Ordinary Shares - Class A0.13%$3.48M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Alger Capital Appreciation Institutional Fund
Totals
Holdings
Assets
Weight
Prisons
4
$603.14M
23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$599.61M
22%
Borders high risk
1
$3.48M
0.13%
Total
5
$606.62M
23%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$331.75M
12%
2.
Amazon.com Inc
:$200.36M
7.51%
3.
Alphabet Inc Class C
:$64.01M
2.4%
4.
Cardinal Health Inc
$7.01M
0.26%
5.
Palantir Technologies Inc Ordinary Shares - Class A
:$3.48M
0.13%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Alger Capital Appreciation Institutional Fund ACIZX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer