Morningstar

Congress Large Cap Growth Fund Institutional Class CMLIX

Morningstar Medalist Rating
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Medalist Rating as of See Congress Investment Hub
  • NAV / 1-Day Return $51.23  /  −0.39 %
  • Fund Size $566.9M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis CMLIX

Will CMLIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Congress Large Cap Growth Institutional 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.

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Portfolio Holdings CMLIX

More CMLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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NVIDIA Corp

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Technology

Microsoft Corp

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Alphabet Inc Class A

6.71 39M
Communication Services

Amazon.com Inc

5.10 30M
Consumer Cyclical

Visa Inc Class A

4.54 27M
Financial Services

Broadcom Inc

3.88 23M
Technology

Arista Networks Inc

3.54 21M
Technology

Eaton Corp PLC

2.93 17M
Industrials

Costco Wholesale Corp

2.86 17M
Consumer Defensive

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