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Morningstar

Congress Small Cap Growth Institutional CSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 44.72  /  +2.31 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • 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.

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.

by Morningstar Manager Research
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Portfolio Holdings CSMCX

More CSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AeroVironment Inc

3.61 38.3 Mil
Industrials

Sprouts Farmers Market Inc

3.59 38.1 Mil
Consumer Defensive

Sterling Infrastructure Inc

3.46 36.7 Mil
Industrials

Boot Barn Holdings Inc

3.41 36.1 Mil
Consumer Cyclical

e.l.f. Beauty Inc

3.18 33.7 Mil
Consumer Defensive

LeMaitre Vascular Inc

3.10 32.9 Mil
Healthcare

Nova Ltd

2.99 31.7 Mil
Technology

Integer Holdings Corp

2.89 30.7 Mil
Healthcare

CSW Industrials Inc

2.88 30.5 Mil
Industrials

Comfort Systems USA Inc

2.87 30.4 Mil
Industrials