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Congress Small Cap Growth Retail (CSMVX)

39.52
+0.16
+(0.41%)
At close: 8:04:14 PM EDT
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  • Previous Close 39.36
  • YTD Return -8.40%
  • Expense Ratio 1.25%
  • Category Small Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.26B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • 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

1.26B

Net Assets

1999-12-09

Inception Date

More about Congress Small Cap Growth Retail

Performance Overview: CSMVX

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Trailing returns as of 5/14/2025. Category is Small Growth.

YTD Return

CSMVX
8.40%
Category
12.40%
 

1-Year Return

CSMVX
8.91%
Category
55.69%
 

3-Year Return

CSMVX
5.92%
Category
19.34%
 

5-Year Return

CSMVX
15.38%
Category
20.72%
 

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Holdings: CSMVX

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Sector Weightings

SectorCSMVX
Technology   23.58%
Healthcare   21.01%
Industrials   16.17%
Consumer Cyclical   8.98%
Consumer Defensive   8.53%
Basic Materials   7.91%
Financial Services   7.37%
Energy   3.85%
Communication Services   2.59%
Real Estate   0.00%
Utilities   0.00%
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Recent News: CSMVX

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Research Reports: CSMVX

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