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Morningstar

Congress Mid Cap Growth Institutional IMIDX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 25.12  /  −0.04 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis IMIDX

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

  • People Pillar

    The People Pillar is our evaluation of the IMIDX 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 IMIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings IMIDX

More IMIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

3.60 50.8 Mil
Industrials

Crane Co

3.50 49.3 Mil
Industrials

Saia Inc

3.22 45.3 Mil
Industrials

nVent Electric PLC

3.21 45.2 Mil
Industrials

Deckers Outdoor Corp

3.21 45.2 Mil
Consumer Cyclical

Monolithic Power Systems Inc

3.13 44.0 Mil
Technology

Entegris Inc

2.99 42.2 Mil
Technology

Copart Inc

2.88 40.5 Mil
Industrials

Booz Allen Hamilton Holding Corp Class A

2.84 40.1 Mil
Industrials

ChampionX Corp

2.67 37.7 Mil
Energy