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Congress Small Cap Growth Institutional CSMCX

Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 38.69  /  +1.26 %
  • Total Assets 975.6 Mil
  • Adj. Expense Ratio
    1.000%
  • 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
  • Turnover 32%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis CSMCX

Will CSMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Congress Small Cap Growth Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CSMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

4.52 41.4 Mil
Cash and Equivalents

e.l.f. Beauty Inc

4.00 36.7 Mil
Consumer Defensive

Onto Innovation Inc

3.17 29.1 Mil
Technology

Integer Holdings Corp

2.93 26.8 Mil
Healthcare

Qualys Inc

2.89 26.5 Mil
Technology

Comfort Systems USA Inc

2.85 26.1 Mil
Industrials

AeroVironment Inc

2.83 25.9 Mil
Industrials

Ameris Bancorp

2.71 24.8 Mil
Financial Services

Sterling Infrastructure Inc

2.70 24.8 Mil
Industrials

Sprouts Farmers Market Inc

2.69 24.7 Mil
Consumer Defensive