Morningstar

Congress Small Cap Growth Fund Institutional Class CSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 55.13  /  +1.38 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis CSMCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Congress Small 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.

by Morningstar Automated Analysis
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Portfolio Holdings CSMCX

More CSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

3.74 77M
Healthcare

Brinker International Inc

3.51 72M
Consumer Cyclical

TG Therapeutics Inc

3.44 71M
Healthcare

Moog Inc Class A

3.44 71M
Industrials

Repligen Corp

3.40 70M
Healthcare

InterDigital Inc

3.27 67M
Technology

JFrog Ltd Ordinary Shares

3.26 67M
Technology

Imax Corp

3.25 67M
Communication Services

UFP Technologies Inc

3.13 64M
Healthcare

Sensient Technologies Corp

3.09 63M
Basic Materials

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