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Congress Small Cap Growth Institutional (CSMCX)

42.76
-0.31
(-0.72%)
As of 8:08:36 AM EDT. Market Open.
Loading Chart for CSMCX
  • Previous Close 43.07
  • YTD Return -1.11%
  • Expense Ratio 1.00%
  • Category Small Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.34B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.29
  • Inception Date Dec 9, 1999

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small-capitalization companies. The advisor defines small-capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

Congress

Fund Family

Small Growth

Fund Category

1.34B

Net Assets

1999-12-09

Inception Date

Performance Overview: CSMCX

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Trailing returns as of 3/26/2025. Category is Small Growth.

YTD Return

CSMCX
1.11%
Category
12.40%
 

1-Year Return

CSMCX
14.51%
Category
55.69%
 

3-Year Return

CSMCX
6.05%
Category
19.34%
 

5-Year Return

CSMCX
16.20%
Category
20.72%
 

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Holdings: CSMCX

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Sector Weightings

SectorCSMCX
Technology   23.11%
Healthcare   20.80%
Industrials   16.75%
Energy   3.77%
Real Estate   0.00%
Utilities   0.00%

Recent News: CSMCX

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Research Reports: CSMCX

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