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Morningstar

Congress Mid Cap Growth Retail CMIDX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 24.38  /  +1.71 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CMIDX

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

  • People Pillar

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

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

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 CMIDX

More CMIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

3.60 50.8 Mil
Industrials

Crane Co

3.50 49.3 Mil
Industrials

Saia Inc

3.22 45.3 Mil
Industrials

nVent Electric PLC

3.21 45.2 Mil
Industrials

Deckers Outdoor Corp

3.21 45.2 Mil
Consumer Cyclical

Monolithic Power Systems Inc

3.13 44.0 Mil
Technology

Entegris Inc

2.99 42.2 Mil
Technology

Copart Inc

2.88 40.5 Mil
Industrials

Booz Allen Hamilton Holding Corp Class A

2.84 40.1 Mil
Industrials

ChampionX Corp

2.67 37.7 Mil
Energy