Congress Large Cap Growth Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Congress Large Cap Growth Fund Retail Class CAMLX
- NAV / 1-Day Return 52.81 / +1.21 %
- Total Assets 592.9M
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.900%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0
Morningstar’s Analysis CAMLX
Will CAMLX outperform in the 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 55.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 9.10 | 53M | Technology |
NVIDIA Corp | 9.05 | 53M | Technology |
Microsoft Corp | 7.50 | 44M | Technology |
Alphabet Inc Class A | 6.61 | 39M | Communication Services |
Amazon.com Inc | 5.31 | 31M | Consumer Cyclical |
Visa Inc Class A | 4.79 | 28M | Financial Services |
Broadcom Inc | 4.09 | 24M | Technology |
Arista Networks Inc | 3.40 | 20M | Technology |
Costco Wholesale Corp | 2.96 | 17M | Consumer Defensive |
Eaton Corp PLC | 2.74 | 16M | Industrials |