Congress All Cap Opportunity Retail (CACOX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for CACOX at this time.
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.00%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||56|
|% Rank in Category (ytd):||3.15%|
|Morningstar Risk Rating:|
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. Its investment premise is that market inefficiencies exist between fixed income and equity valuations which, if properly identified, can lead to investment opportunities which can be exploited. The fund may invest up to 20% of its total assets in investment grade debt securities, such as commercial paper or corporate debt securities. Additionally, it may invest up to 20% of its total assets in the securities of foreign issuers, including American Depositary Receipts ("ADRs"). View More