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Morningstar

Congress Large Cap Growth Institutional CMLIX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 40.90  /  0.12 %
  • Total Assets 462.4 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.47%
  • Turnover 23%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis CMLIX

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

People Pillar

The People Pillar is our evaluation of the CMLIX 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 CMLIX’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 Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CMLIX

More CMLIX Holdings
  • Current Portfolio Date
  • Equity Holdings 41
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.50
31,697,812
Technology

Apple Inc

7.01
29,602,980
Technology

Amazon.com Inc

4.90
20,708,804
Consumer Cyclical

Adobe Inc

4.57
19,313,778
Technology

Visa Inc Class A

4.12
17,420,910
Financial Services

Alphabet Inc Class A

3.64
15,385,920
Communication Services

Costco Wholesale Corp

3.52
14,860,636
Consumer Defensive

Eli Lilly and Co

3.17
13,405,106
Healthcare

Intuit Inc

3.10
13,116,175
Technology

The Home Depot Inc

3.06
12,946,278
Consumer Cyclical