Morningstar

Congress Mid Cap Growth Fund Institutional Class IMIDX

Morningstar Medalist Rating
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Medalist Rating as of See Congress Investment Hub
  • NAV / 1-Day Return $19.72  /  −0.85 %
  • Fund Size $316.8M
  • Adjusted Expense Ratio 0.820%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

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.

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Portfolio Holdings IMIDX

More IMIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

9.62 33M
Technology

Crane Co

7.56 26M
Industrials

Casey's General Stores Inc

7.33 25M
Consumer Cyclical

Raymond James Financial Inc

6.77 23M
Financial Services

Curtiss-Wright Corp

6.61 23M
Industrials

EMCOR Group Inc

6.33 22M
Industrials

Tapestry Inc

5.14 17M
Consumer Cyclical

Halozyme Therapeutics Inc

4.94 17M
Healthcare

Cloudflare Inc

4.66 16M
Technology

nVent Electric PLC

4.32 15M
Industrials

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