CMLIX – Congress Large Cap Growth Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The adviser attempts to achieve the fund's investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large‑capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000® Growth Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAMLX	Congress Large Cap Growth Fund Retail Class	No Load	Open			Mar 31, 2009	$2.44M	0.910%	Above Average	$2,000	−$1.30M
CMLIX	Congress Large Cap Growth Fund Institutional Class	Institutional	Open			Mar 15, 1928	$590.51M	0.660%	Average	$100,000	−$45.85M

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