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Morningstar

Congress Large Cap Growth Retail CAMLX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 42.77  /  −0.37 %
  • Total Assets 497.4 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • 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 0.26%
  • Turnover 22%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMLX

More CAMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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