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 51.40 / +0.84 %
- Total Assets 583.5M
-
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 Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 1:06 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 55.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 8.82 | 53M | Technology |
NVIDIA Corp | 8.52 | 51M | Technology |
Alphabet Inc Class A | 7.29 | 43M | Communication Services |
Amazon.com Inc | 6.97 | 42M | Consumer Cyclical |
Microsoft Corp | 6.56 | 39M | Technology |
Broadcom Inc | 4.12 | 25M | Technology |
Visa Inc Class A | 4.06 | 24M | Financial Services |
Howmet Aerospace Inc | 3.83 | 23M | Industrials |
Costco Wholesale Corp | 2.95 | 18M | Consumer Defensive |
Arista Networks Inc | 2.73 | 16M | Technology |