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Congress Large Cap Growth Retail CAMLX

Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 46.87  /  −0.32 %
  • Total Assets 541.1 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 Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:15 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.

A sound investment process and strong management team 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.

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Portfolio Holdings CAMLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.11 36.0 Mil
Technology

Apple Inc

6.58 33.3 Mil
Technology

NVIDIA Corp

5.63 28.5 Mil
Technology

Amazon.com Inc

5.42 27.5 Mil
Consumer Cyclical

Costco Wholesale Corp

4.30 21.8 Mil
Consumer Defensive

Alphabet Inc Class A

4.22 21.4 Mil
Communication Services

Visa Inc Class A

3.99 20.2 Mil
Financial Services

Eli Lilly and Co

3.92 19.9 Mil
Healthcare

First American Treasury Obligs X

3.38 17.1 Mil
Cash and Equivalents

Intuit Inc

3.02 15.3 Mil
Technology