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Nasdaq - Delayed Quote USD

Congress Small Cap Growth Institutional (CSMCX)

41.87
-0.89
(-2.08%)
At close: March 28 at 8:03:37 PM EDT

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.

Congress Small Cap Growth Institutional

Milwaukee, WI 53202
615 EAST MICHIGAN STREET

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 Operations

Last Dividend 0.29
Last Cap Gain 21.00
Holdings Turnover 45.00%
Average for Category --

Fees & Expenses

Expense CSMCX Category Average
Annual Report Expense Ratio (net) 1.00% 1.21%
Prospectus Net Expense Ratio 1.00% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Daniel A. Lagan, Lead Manager since February 28, 2025
Daniel Lagan is a Chartered Financial Analyst charter holder. Since July 1999, Mr. Lagan has served as President of, and as a Portfolio Manager for Congress Asset Management Company, LLP. From August 1989 to June 1999, Mr. Lagan served as Executive Vice President and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in 1989, Mr. Lagan served as an auditor for PricewaterhouseCoopers. Mr. Lagan holds a Bachelor of Arts degree in Accounting from St. Michael’s College and a Masters of Business Administration degree in Finance from Boston College.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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