Morningstar

Congress Small Cap Growth Fund Retail Class CSMVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Congress Investment Hub
  • NAV / 1-Day Return $46.83  /  +0.11 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.260%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis CSMVX

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

  • People Pillar

    The People Pillar is our evaluation of the CSMVX 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 CSMVX’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 Retail 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSMVX

More CSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

4.11 82M
Healthcare

Repligen Corp

3.71 74M
Healthcare

TG Therapeutics Inc

3.63 73M
Healthcare

Moog Inc Class A

3.63 72M
Industrials

Imax Corp

3.57 71M
Communication Services

InterDigital Inc

3.27 65M
Technology

UFP Technologies Inc

3.20 64M
Healthcare

CommVault Systems Inc

3.16 63M
Technology

JFrog Ltd Ordinary Shares

3.14 63M
Technology

Sensient Technologies Corp

3.08 61M
Basic Materials

Sponsor Center