Nasdaq - Delayed Quote USD

Congress Small Cap Growth Retail (CSMVX)

36.17 +0.01 (+0.03%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 36.16
  • YTD Return -0.44%
  • Expense Ratio 1.26%
  • Category Small Growth
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 975.08M
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.19
  • 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

975.08M

Net Assets

1999-12-09

Inception Date

Performance Overview: CSMVX

Trailing returns as of 5/17/2024. Category is Small Growth.

YTD Return

CSMVX
0.44%
Category
12.40%
 

1-Year Return

CSMVX
8.93%
Category
55.69%
 

3-Year Return

CSMVX
1.10%
Category
19.34%
 

5-Year Return

CSMVX
11.98%
Category
20.72%
 

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Holdings: CSMVX

Top 10 Holdings (32.25% of Total Assets)

SymbolCompany% Assets
ELF
ELF 3.97%
FIX
FIX 3.67%
STRL
STRL 3.51%
AVAV
AVAV 3.18%
ONTO
ONTO 3.14%
SFM
SFM 3.04%
SM
SM 3.03%
ITGR
ITGR 2.98%
BOOT
BOOT 2.93%
MEDP
MEDP 2.80%

Sector Weightings

SectorCSMVX
Industrials   27.08%
Healthcare   21.59%
Technology   16.30%
Energy   7.66%
Real Estate   0.00%
Utilities   0.00%

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Research Reports: CSMVX

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