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Nasdaq - Delayed Quote USD

Congress Small Cap Growth Institutional (CSMCX)

41.96
+0.09
+(0.21%)
At close: 8:03:55 PM EDT

Top 10 Holdings (29.76% of Total Assets)

SymbolCompany% Assets
SFM
Sprouts Farmers Market, Inc. 3.19%
LGND
Ligand Pharmaceuticals Incorporated 3.19%
IDCC
InterDigital, Inc. 3.19%
LRN
Stride, Inc. 3.14%
CVLT
Commvault Systems, Inc. 3.05%
ACIW
ACI Worldwide, Inc. 2.91%
SKY
Champion Homes, Inc. 2.79%
KNF
Knife River Corporation 2.78%
OLLI
Ollie's Bargain Outlet Holdings, Inc. 2.78%
LMAT
LeMaitre Vascular, Inc. 2.74%
Get Quotes for Top Holdings

Sector Weightings

SectorCSMCX
Technology   23.11%
Healthcare   20.80%
Industrials   16.75%
Consumer Defensive   11.18%
Consumer Cyclical   8.79%
Financial Services   7.60%
Basic Materials   5.50%
Energy   3.77%
Communication Services   2.49%
Real Estate   0.00%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 1.12%
Stocks 98.88%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average CSMCX Category Average
Price/Earnings 0.04 34.63
Price/Book 0.26 5.39
Price/Sales 0.35 3.86
Price/Cashflow 0.06 22.99
Median Market Cap 4,410.98 5,964.6
3 Year Earnings Growth 21.38 15.48

Bond Holdings

Performance & Risk

YTD Return -7.14%
5y Average Return 19.21%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Congress
Net Assets 1.34B
YTD Return -1.11%
Yield 0.00%
Morningstar Rating
Inception Date Dec 09, 1999

Fund Summary

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.

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