Skip to Content
Morningstar

Congress Small Cap Growth Retail CSMVX

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub
  • NAV / 1-Day Return 34.12  /  +2.09 %
  • Total Assets 973.8 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CSMVX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSMVX

More CSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

3.97 41.2 Mil
Consumer Defensive

Comfort Systems USA Inc

3.67 38.1 Mil
Industrials

Sterling Infrastructure Inc

3.51 36.4 Mil
Industrials

AeroVironment Inc

3.18 33.0 Mil
Industrials

Onto Innovation Inc

3.14 32.6 Mil
Technology

Sprouts Farmers Market Inc

3.04 31.6 Mil
Consumer Defensive

SM Energy Co

3.03 31.4 Mil
Energy

Integer Holdings Corp

2.98 30.9 Mil
Healthcare

Boot Barn Holdings Inc

2.93 30.4 Mil
Consumer Cyclical

Medpace Holdings Inc

2.80 29.1 Mil
Healthcare