CSMVX – Congress Small Cap Growth Retail Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small‑capitalization companies. The advisor defines small‑capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CSMVX	Congress Small Cap Growth Fund Retail Class	No Load	Open			Feb 24, 2000	$164.23M	1.260%	Above Average	$2,000	−$5.71M
CSMCX	Congress Small Cap Growth Fund Institutional Class	Institutional	Open			Dec 9, 1999	$1.85B	1.010%	Above Average	$100,000	$265.93M

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