Alger Capital Appreciation Portfolio Class S (0P00003DUK)

Overview

The fund described focuses on investing primarily in equity securities, aiming for growth by allocating at least 85% of its net assets, alongside any borrowings for investment purposes, in companies demonstrating promising growth potential. This broad investment approach allows the fund to potentially capitalize on various opportunities across the market, regardless of a company's size. Additionally, the fund has the flexibility to significantly invest its assets in companies within single sectors that show high growth prospects. These sectors include information technology, consumer discretionary, communication services, and healthcare, as defined by third-party sources. This targeted sector investment strategy underscores the fund's pursuit of growth potential within specific, dynamic areas of the market.

Products and Services

The following outlines the primary investment focus areas of the fund:

• Equity Securities Investments: The core of the fund's portfolio is made up of equity securities from companies of any market capitalization. This includes investments in small-cap, mid-cap, and large-cap companies, providing a diversified growth potential across different segments of the market.
• Growth Potential Focus: Investments are selected based on the advisor’s belief in their promising growth potential. This forward-looking approach aims to identify and capitalize on opportunities that could offer significant returns.
• Sector-Focused Investments: A notable portion of the fund’s assets may be allocated to companies in sectors identified to have high growth prospects. These sectors, including information technology, consumer discretionary, communication services, and healthcare, are chosen based on third-party definitions and analyses, signifying an informed and strategic approach to sector-specific growth opportunities.