A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Congress five-year risk-adjusted success ratio is 100%, meaning that over the period, 100% of its products have survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. Average tenure of seven years among the longest-tenured managers at Congress is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
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