Morningstar

Congress Mid Cap Growth Fund Institutional Class IMIDX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 22.02  /  +0.96 %
  • Total Assets 376.6M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 1:06 AM GMT+0

Morningstar’s Analysis IMIDX

Will IMIDX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Congress Mid Cap Growth Institutional 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
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Portfolio Holdings IMIDX

More IMIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

9.72 38M
Technology

nVent Electric PLC

9.33 37M
Industrials

Casey's General Stores Inc

8.03 31M
Consumer Cyclical

Curtiss-Wright Corp

7.91 31M
Industrials

EMCOR Group Inc

6.03 24M
Industrials

Crane Co

5.89 23M
Industrials

Tapestry Inc

5.65 22M
Consumer Cyclical

Raymond James Financial Inc

5.35 21M
Financial Services

Quanta Services Inc

4.54 18M
Industrials

Viking Holdings Ltd

4.48 18M
Consumer Cyclical

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