Nasdaq - Delayed Quote USD
Congress Small Cap Growth Institutional (CSMCX)
At close: 8:01 PM EST
Top 10 Holdings (31.59% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSMCX
Industrials 22.10%
Technology 20.29%
Healthcare 19.25%
Consumer Defensive 10.46%
Consumer Cyclical 9.04%
Financial Services 6.42%
Basic Materials 5.61%
Energy 4.68%
Communication Services 2.16%
Real Estate 0.00%
Utilities 0.00%
Overall Portfolio Composition (%)
| Cash | 2.15% |
| Stocks | 97.85% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CSMCX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 34.63 |
| Price/Book | 0.26 | 5.39 |
| Price/Sales | 0.34 | 3.86 |
| Price/Cashflow | 0.06 | 22.99 |
| Median Market Cap | 4,294.85 | 5,964.6 |
| 3 Year Earnings Growth | 22.67 | 15.48 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | 23.55% |
| 5y Average Return | 16.73% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Congress |
| Net Assets | 1.21B |
| YTD Return | 14.89% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 09, 1999 |
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.
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