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Congress Small Cap Growth Institutional (CSMCX)

48.81 +0.86 (+1.79%)
At close: 8:01 PM EST
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DELL
  • Previous Close 47.95
  • YTD Return 14.89%
  • Expense Ratio 1.01%
  • Category Small Growth
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.21B
  • Beta (5Y Monthly) 1.03
  • 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

1.21B

Net Assets

1999-12-09

Inception Date

Performance Overview: CSMCX

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Trailing returns as of 11/20/2024. Category is Small Growth.

YTD Return

CSMCX
14.89%
Category
12.40%
?

1-Year Return

CSMCX
32.43%
Category
55.69%
?

3-Year Return

CSMCX
1.45%
Category
19.34%
?

5-Year Return

CSMCX
15.62%
Category
20.72%
?

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Holdings: CSMCX

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Top 10 Holdings (31.59% of Total Assets)

SymbolCompany% Assets
STRL
Sterling Infrastructure, Inc. 3.96%
SFM
Sprouts Farmers Market, Inc. 3.51%
CSWI
CSW Industrials, Inc. 3.30%
KNF
Knife River Corporation 3.14%
LGND
Ligand Pharmaceuticals Incorporated 3.06%
CVLT
Commvault Systems, Inc. 3.04%
AVAV
AeroVironment, Inc. 3.02%
LMAT
LeMaitre Vascular, Inc. 2.92%
MMSI
Merit Medical Systems, Inc. 2.86%
ICFI
ICF International, Inc. 2.79%

Sector Weightings

Recent News: CSMCX

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Research Reports: CSMCX

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