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Congress Large Cap Growth Institutional (CMLIX)

43.60 +0.48 (+1.11%)
At close: 6:45 PM EDT
Key Events
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DELL
  • Previous Close 43.12
  • YTD Return 9.82%
  • Expense Ratio 0.94%
  • Category Large Growth
  • Last Cap Gain 52.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 518.47M
  • Beta (5Y Monthly) 1.07
  • Yield 0.39%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.18
  • Inception Date Mar 31, 2009

The adviser attempts to achieve the fund's investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000® Growth Index.

Congress

Fund Family

Large Growth

Fund Category

518.47M

Net Assets

2009-03-31

Inception Date

Performance Overview: CMLIX

Trailing returns as of 4/25/2024. Category is Large Growth.

YTD Return

CMLIX
9.82%
Category
12.38%
 

1-Year Return

CMLIX
36.37%
Category
41.70%
 

3-Year Return

CMLIX
10.68%
Category
22.56%
 

5-Year Return

CMLIX
15.97%
Category
21.98%
 

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Holdings: CMLIX

Top 10 Holdings (44.63% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.04%
AAPL
Apple Inc. 5.73%
AMZN
Amazon.com, Inc. 5.41%
NVDA
NVIDIA Corporation 4.53%
V
Visa Inc. 3.99%
COST
Costco Wholesale Corporation 3.80%
LLY
Eli Lilly and Company 3.63%
GOOGL
Alphabet Inc. 3.61%
ADBE
Adobe Inc. 3.53%
HD
The Home Depot, Inc. 3.36%

Sector Weightings

SectorCMLIX
Technology   38.41%
Healthcare   12.21%
Industrials   6.21%
Energy   2.97%
Real Estate   0.00%
Utilities   0.00%

Recent News: CMLIX

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