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.
Congress Large Cap Growth Fund Institutional Class CMLIX
- NAV / 1-Day Return 49.82 / −1.85 %
- Total Assets 566.3M
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.650%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:02 AM GMT+0
Morningstar’s Analysis CMLIX
Will CMLIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.20 | 48M | Technology |
Apple Inc | 7.81 | 46M | Technology |
Alphabet Inc Class A | 7.51 | 44M | Communication Services |
Amazon.com Inc | 7.04 | 41M | Consumer Cyclical |
Microsoft Corp | 6.04 | 35M | Technology |
Visa Inc Class A | 4.17 | 24M | Financial Services |
Broadcom Inc | 3.92 | 23M | Technology |
Howmet Aerospace Inc | 3.67 | 21M | Industrials |
Costco Wholesale Corp | 3.19 | 19M | Consumer Defensive |
Arista Networks Inc | 3.01 | 18M | Technology |
United States