Congress Small Cap Growth Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Congress Small Cap Growth Fund Institutional Class CSMCX
- NAV / 1-Day Return 56.43 / +0.07 %
- Total Assets 2.1B
-
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 Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:23 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sterling Infrastructure Inc | 4.40 | 85M | Industrials |
Modine Manufacturing Co | 4.35 | 84M | Consumer Cyclical |
Primoris Services Corp | 4.33 | 84M | Industrials |
Nova Ltd | 3.76 | 73M | Technology |
Ligand Pharmaceuticals Inc | 3.23 | 62M | Healthcare |
InterDigital Inc | 3.07 | 59M | Technology |
Rambus Inc | 2.98 | 58M | Technology |
Moog Inc Class A | 2.96 | 57M | Industrials |
Enpro Inc | 2.94 | 57M | Industrials |
Boot Barn Holdings Inc | 2.84 | 55M | Consumer Cyclical |
United States