Nasdaq - Delayed Quote USD

Congress Small Cap Growth Retail (CSMVX)

38.84
-0.36
(-0.92%)
At close: 8:04:27 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
1,000
Min Subsequent Investment
100,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Ausdal Financial Partners Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • Comerica Bank
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • PruChoice Investments
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • DATALynx IMS
  • JPMorgan INVEST
  • WFA MF Advisory Updated 5.1.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Ameritas NTF P
  • Firstrade
  • Scottrade TF
  • Scottrade NTF
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 5.1.25
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Small Growth
Fund Family Congress
Net Assets 1.26B
YTD Return -8.40%
Yield 0.00%
Morningstar Rating
Inception Date Dec 09, 1999

Performance & Risk

YTD Return -4.15%
5y Average Return 15.04%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Related Tickers

CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
68.83
+4.43%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
54.53
+4.42%
 
FSELX Fidelity Select Semiconductors
30.70
+3.44%
 
FELAX Fidelity Advisor Semiconductors A
79.17
+3.37%
 
FIKGX Fidelity Advisor Semiconductors Z
86.62
+3.37%
 
FELTX Fidelity Advisor Semiconductors M
73.34
+3.35%
 
FELIX Fidelity Advisor Semiconductors I
86.30
+3.35%
 
FELCX Fidelity Advisor Semiconductors C
61.72
+3.35%
 
RYELX Rydex Electronics A
363.29
+3.19%
 
RYSIX Rydex Electronics Inv
401.25
+3.19%
 
RYSAX Rydex Electronics H
351.78
+3.19%
 
FSPTX Fidelity Select Technology
35.01
+2.85%
 
FATIX Fidelity Advisor Technology Fund
132.84
+2.80%
 
FIKHX Fidelity Advisor Technology Z
132.85
+2.80%
 
FTHCX Fidelity Advisor Technology C
82.26
+2.80%
 
FADTX Fidelity Advisor Technology A
116.47
+2.80%
 
FATEX Fidelity Advisor Technology Fund
104.75
+2.80%
 
MCMVX Monongahela All Cap Value Fund
19.65
-0.81%
 
INPIX ProFunds Internet UltraSector Inv
56.73
+2.68%
 
INPSX ProFunds Internet UltraSector Svc
35.96
+2.65%
 
FBGKX Fidelity Blue Chip Growth Fund
221.25
+2.64%
 
FBGRX Fidelity Blue Chip Growth Fund
219.94
+2.64%
 
FBCJX Fidelity Advisor Blue Chip Grow
219.57
+2.64%
 
FBCCX Fidelity Advisor Blue Chip Growth A
219.22
+2.64%
 
FBCKX Fidelity Advisor Blue Chip Grow
219.64
+2.64%
 
FBCHX Fidelity Advisor Blue Chip Grow
218.25
+2.63%
 
FBCEX Fidelity Advisor Blue Chip Grow
219.04
+2.63%
 
VSTCX Vanguard Strategic Small-Cap Equity Inv
37.76
+2.55%
 
FTRNX Fidelity Trend
175.67
+2.54%
 
NWADX Nationwide Loomis All Cap Gr Eagle
19.53
-0.41%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
19.57
-0.41%
 
NWZMX Nationwide Loomis All Cap Gr R6
19.65
-0.41%
 
NWZLX Nationwide Loomis All Cap Gr A
18.88
-0.42%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
70.90
+2.47%
 
FNCMX Fidelity Nasdaq Composite Index
243.90
+2.47%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
56.42
+2.47%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
71.01
+2.47%
 
SSHVX Sound Shore Institutional
38.09
+2.45%
 
FSPGX Fidelity Large Cap Growth Idx
39.11
+2.44%
 
LVAQX LSV Small Cap Value Fund
17.53
-1.24%
 
LSVQX LSV Small Cap Value Institutional
17.55
-1.24%
 
FCVIX Fidelity Advisor Small Cap Value I
19.50
+2.42%
 
TBDAX PGIM Jennison Diversified Growth A
19.14
+2.41%
 
FCVTX Fidelity Advisor Small Cap Value M
17.87
+2.41%
 
FCVCX Fidelity Advisor Small Cap Value C
15.35
+2.40%
 
NWHTX Nationwide Bailard Tech & Sci R6
30.73
-0.52%
 
FCVAX Fidelity Advisor Small Cap Value A
18.78
+2.40%
 
NWHOX Nationwide Bailard Tech & Sci A
26.96
-0.52%
 
NWHQX Nationwide Bailard Tech & Sci M
30.89
+2.39%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
30.51
-0.52%
 
OTPIX ProFunds NASDAQ-100 Inv
45.17
+2.38%
 
NWJEX Nationwide NYSE Arca Tech 100 Idx R6
105.97
+2.38%
 
TBDZX PGIM Jennison Diversified Growth Z
19.45
+2.37%
 
FCPVX Fidelity Small Cap Value Fund
19.49
+2.36%
 
TBDQX PGIM Jennison Diversified Growth R6
19.49
+2.36%
 
FIKNX Fidelity Advisor Small Cap Value Z
19.51
+2.36%
 
NWKCX Nationwide Geneva Small Cap Gr R6
83.97
-1.17%
 
NWHZX Nationwide Geneva Small Cap Gr A
78.19
-1.16%
 
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
82.65
-1.17%
 
FVLZX Fidelity Advisor Value Z
33.87
+2.33%
 
FAGAX Fidelity Advisor Growth Opps A
177.10
+2.30%
 
FAGCX Fidelity Advisor Growth Opps I
197.15
+2.30%
 
FZAHX Fidelity Advisor Growth Opps Z
200.29
+2.30%
 
FAGOX Fidelity Advisor Growth Opps M
173.33
+2.30%
 
FACGX Fidelity Advisor Growth Opps C
140.50
+2.30%
 
FICEX Frost Growth Equity Inst
15.60
+2.30%
 
FOTHX Fidelity Advisor OTC Fund - Cla
20.54
+2.29%
 
FOCPX Fidelity OTC
20.57
+2.29%
 
FOCKX Fidelity OTC K
21.12
+2.28%
 
FGJMX Fidelity Advisor Communication ServicesI
114.26
+2.26%
 
FBMPX Fidelity Select Communication Services Portfolio
114.52
+2.25%
 
FOTGX Fidelity Advisor OTC Fund - Cla
20.45
+2.25%
 
FGHMX Fidelity Advisor Communication ServicesC
108.21
+2.25%
 
FOTEX Fidelity Advisor OTC Fund - Cla
20.48
+2.25%
 
FGEMX Fidelity Advisor Communication ServicesM
111.52
+2.25%
 
FGDMX Fidelity Advisor Communication ServicesA
112.90
+2.25%
 
FOTDX Fidelity Advisor OTC Fund - Cla
20.49
+2.25%
 
FGKMX Fidelity Advisor Communication ServicesZ
115.39
+2.24%
 
FDLSX Fidelity Select Leisure
20.07
+2.24%
 
FOTJX Fidelity Advisor OTC Fund - Cla
20.53
+2.24%
 
VSEQX Vanguard Strategic Equity Inv
35.67
+2.24%
 
VPMAX Vanguard PRIMECAP Adm
169.24
+2.23%
 
VPMCX Vanguard PRIMECAP Inv
163.36
+2.23%
 
VASVX Vanguard Selected Value Fund
27.17
+2.22%
 
ALLIX AB Large Cap Growth I
110.08
+2.21%
 
APGAX AB Large Cap Growth Fund
97.25
+2.21%
 
APGYX AB Large Cap Growth Fund
111.00
+2.20%
 
AGRFX AB Growth A
110.20
+2.20%
 
AGFIX AB Growth I
130.75
+2.20%
 
AGRYX AB Growth Advisor
131.50
+2.19%
 
FSHOX Fidelity Select Construction & Housing
117.02
+2.17%
 
FIDFX Fidelity Advisor Mid Cap Value Z
28.16
+2.14%
 
DFDSX DF Dent Small Cap Growth Investor
23.44
+2.14%
 
FSFNX Fidelity Advisor Focused Stock
35.15
+2.12%
 
FSFOX Fidelity Advisor Focused Stock
35.17
+2.12%
 
FSDAX Fidelity Select Defense & Aerospace
21.74
+2.11%
 
FSMVX Fidelity Mid Cap Value
28.52
+2.11%
 
FMPOX Fidelity Advisor Mid Cap Value I
28.15
+2.10%
 
PTMQX PGIM Quant Solutions Large-Cap Cor Eq R6
21.86
+2.10%
 
FSFJX Fidelity Advisor Focused Stock
35.07
+2.10%