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 Mutual Funds List
1 to 6 of 6 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
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund Institutional Class | CSMCX | Small Growth | 12.99% | 45 | 1.010% | Above Average | Institutional | $100,000 | ||
| Congress Small Cap Growth Fund Retail Class | CSMVX | Small Growth | 12.76% | 47 | 1.260% | Above Average | No Load | $2,000 | ||
| Congress Large Cap Growth Fund Retail Class | CAMLX | Large Growth | 8.55% | 63 | 0.910% | Above Average | No Load | $2,000 | ||
| Congress Large Cap Growth Fund Institutional Class | CMLIX | Large Growth | 8.76% | 61 | 0.660% | Average | Institutional | $100,000 | ||
| Congress Mid Cap Growth Fund Institutional Class | IMIDX | Mid-Cap Growth | 11.09% | 29 | 0.820% | Average | Institutional | $100,000 | ||
| Congress Mid Cap Growth Fund Retail Class | CMIDX | Mid-Cap Growth | 10.88% | 30 | 1.080% | Above 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
United States