The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Congress Small Cap Growth Institutional CSMCX
- NAV / 1-Day Return 38.11 / −0.57 %
- Total Assets 974.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.010%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 32%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CSMCX
Will CSMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
e.l.f. Beauty Inc | 3.97 | 41.2 Mil | Consumer Defensive |
Comfort Systems USA Inc | 3.67 | 38.1 Mil | Industrials |
Sterling Infrastructure Inc | 3.51 | 36.4 Mil | Industrials |
AeroVironment Inc | 3.18 | 33.0 Mil | Industrials |
Onto Innovation Inc | 3.14 | 32.6 Mil | Technology |
Sprouts Farmers Market Inc | 3.04 | 31.6 Mil | Consumer Defensive |
SM Energy Co | 3.03 | 31.4 Mil | Energy |
Integer Holdings Corp | 2.98 | 30.9 Mil | Healthcare |
Boot Barn Holdings Inc | 2.93 | 30.4 Mil | Consumer Cyclical |
Medpace Holdings Inc | 2.80 | 29.1 Mil | Healthcare |