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Morningstar

Congress Large Cap Growth Retail CAMLX

Morningstar Analyst Rating
Quantitative rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 34.16  /  1.41 %
  • Total Assets 404.1 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.930%
  • 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 0.30%
  • Turnover 23%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis CAMLX

Will CAMLX 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 CAMLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAMLX 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 CAMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin Congress Large Cap Growth Retail's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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