Congress Mid Cap Growth Fund Institutional Class IMIDX Strategy

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Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid‑size market capitalization. The adviser defines mid‑capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.

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
CMIDX
Congress Mid Cap Growth Fund Retail ClassNo LoadOpen $22.00M1.080%Above Average$2,000−$16.69M
IMIDX
Congress Mid Cap Growth Fund Institutional ClassInstitutionalOpen $325.35M0.820%Average$100,000−$322.54M

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