Congress ETFs List | Morningstar

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Congress ETFs List

1 to 3 of 3 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio
Congress SMID Growth ETF	CSMD	Mid-Cap Growth			9.40%	39	0.680%
Congress Large Cap Growth ETF	CAML	Large Growth			7.79%	69	0.650%
Congress Intermediate Bond ETF	CAFX	Intermediate Core Bond	—		−1.43%	7	0.350%

Congress ETFs - 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.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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