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Congress Mid Cap Growth Retail (CMIDX)

19.75
+0.12
+(0.61%)
At close: 8:00:25 PM EDT
Loading Chart for CMIDX
  • Previous Close 19.63
  • YTD Return -4.70%
  • Expense Ratio 1.05%
  • Category Mid-Cap Growth
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 951.9M
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.00
  • Inception Date Oct 31, 2012

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.

Congress

Fund Family

Mid-Cap Growth

Fund Category

951.9M

Net Assets

2012-10-31

Inception Date

Performance Overview: CMIDX

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Trailing returns as of 3/28/2025. Category is Mid-Cap Growth.

YTD Return

CMIDX
4.70%
Category
10.80%
 

1-Year Return

CMIDX
5.60%
Category
48.17%
 

3-Year Return

CMIDX
1.75%
Category
21.26%
 

5-Year Return

CMIDX
8.54%
Category
20.18%
 

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Holdings: CMIDX

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Sector Weightings

SectorCMIDX
Technology   27.23%
Industrials   20.31%
Healthcare   19.52%
Energy   1.57%
Real Estate   0.00%
Utilities   0.00%

Recent News: CMIDX

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Research Reports: CMIDX

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