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Congress Large Cap Growth ETF CAML

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub

Morningstar’s Analysis CAML

Will CAML outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAML’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAML management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAML’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Congress Large Cap Growth ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAML

More CAML Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.05 7.3 Mil
Technology

Eaton Corp PLC

3.86 5.6 Mil
Industrials

Eli Lilly and Co

3.43 4.9 Mil
Healthcare

DexCom Inc

3.41 4.9 Mil
Healthcare

Microsoft Corp

3.38 4.9 Mil
Technology

Pioneer Natural Resources Co

3.26 4.7 Mil
Energy

Apple Inc

3.10 4.5 Mil
Technology

Costco Wholesale Corp

2.93 4.2 Mil
Consumer Defensive

Synopsys Inc

2.87 4.1 Mil
Technology

Meta Platforms Inc Class A

2.84 4.1 Mil
Communication Services