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.
Congress Small Cap Growth Fund Retail Class CSMVX
- NAV / 1-Day Return 47.11 / −2.58 %
- Total Assets 2.0B
-
Adj. Expense Ratio
1.260%
- Expense Ratio 1.250%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 34%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis CSMVX
Will CSMVX 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 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.
- 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