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Morningstar

Congress Small Cap Growth Retail CSMVX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 31.82  /  0.51 %
  • Total Assets 774.1 Mil
  • Adj. Expense Ratio
    1.250%
  • 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 —
  • Turnover 23%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:00 PM GMT+0

Morningstar’s Analysis CSMVX

Will CSMVX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSMVX

More CSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
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