The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Congress Large Cap Growth Retail CAMLX
- NAV / 1-Day Return 45.75 / +0.37 %
- Total Assets 524.0 Mil
-
Adj. Expense Ratio
- 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 0.25%
- Turnover 22%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.16 | 38.8 Mil | Technology |
Apple Inc | 6.74 | 36.5 Mil | Technology |
Amazon.com Inc | 5.55 | 30.1 Mil | Consumer Cyclical |
NVIDIA Corp | 5.48 | 29.7 Mil | Technology |
Costco Wholesale Corp | 4.22 | 22.9 Mil | Consumer Defensive |
Alphabet Inc Class A | 4.17 | 22.6 Mil | Communication Services |
Eli Lilly and Co | 4.04 | 21.9 Mil | Healthcare |
Visa Inc Class A | 3.59 | 19.4 Mil | Financial Services |
Intuit Inc | 3.21 | 17.4 Mil | Technology |
Synopsys Inc | 2.97 | 16.1 Mil | Technology |