CAML – Congress Large Cap Growth ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long‑term capital growth. The fund is an actively-managed exchange-traded fund (“ETF”). The fund adviser attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAML	Congress Large Cap Growth ETF	ETF	Open			Aug 21, 2023	$389.85M	0.650%	—	—	$30.90M

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