Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Congress Mutual Funds
View all of Congress’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Congress Funds List
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Congress Small Cap Growth Institutional | CSMCX | Small Growth | 7.09% | 31 | 1.010% | Above Average | Institutional | $100,000 | ||
| Congress Small Cap Growth Retail | CSMVX | Small Growth | 6.98% | 32 | 1.260% | Above Average | No Load | $2,000 | ||
| Congress Large Cap Growth Institutional | CMLIX | Large Growth | 11.46% | 64 | 0.690% | Average | Institutional | $100,000 | ||
| Congress Large Cap Growth Retail | CAMLX | Large Growth | 11.36% | 66 | 0.940% | Above Average | No Load | $2,000 | ||
| Congress Mid Cap Growth Institutional | IMIDX | Mid-Cap Growth | 4.91% | 72 | 0.790% | Below Average | Institutional | $100,000 | ||
| Congress Mid Cap Growth Retail | CMIDX | Mid-Cap Growth | 4.81% | 73 | 1.040% | Average | No Load | $2,000 |
Congress Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank