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Congress Small Cap Growth Institutional (CSMCX)

41.55 -0.52 (-1.24%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 42.07
  • YTD Return -0.36%
  • 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 0.29
  • 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: CSMCX

Trailing returns as of 5/16/2024. Category is Small Growth.

YTD Return

CSMCX
0.36%
Category
12.40%
 

1-Year Return

CSMCX
9.21%
Category
55.69%
 

3-Year Return

CSMCX
1.36%
Category
19.34%
 

5-Year Return

CSMCX
12.26%
Category
20.72%
 

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Holdings: CSMCX

Top 10 Holdings (32.25% of Total Assets)

SymbolCompany% Assets
ELF
e.l.f. Beauty, Inc. 3.97%
FIX
Comfort Systems USA, Inc. 3.67%
STRL
Sterling Infrastructure, Inc. 3.51%
AVAV
AeroVironment, Inc. 3.18%
ONTO
Onto Innovation Inc. 3.14%
SFM
Sprouts Farmers Market, Inc. 3.04%
SM
SM Energy Company 3.03%
ITGR
Integer Holdings Corporation 2.98%
BOOT
Boot Barn Holdings, Inc. 2.93%
MEDP
Medpace Holdings, Inc. 2.80%

Sector Weightings

SectorCSMCX
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: CSMCX

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