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Congress Small Cap Growth Retail (CSMVX)
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34.04 - YTD Return 5.06%
- Expense Ratio 1.01%
- Category Small Growth
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.04B
- Beta (5Y Monthly) 1.00
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 32.00%
- Last Dividend 0.19
- Inception Date Dec 9, 1999
The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small-capitalization companies. The advisor defines small-capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Congress
Fund Family
Small Growth
Fund Category
1.04B
Net Assets
1999-12-09
Inception Date
Performance Overview: CSMVX
Trailing returns as of 4/25/2024. Category is Small Growth.
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Holdings: CSMVX
Top 10 Holdings (32.25% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSMVX
Industrials 27.08%
Healthcare 21.59%
Technology 16.30%
Consumer Defensive 11.42%
Consumer Cyclical 9.62%
Energy 7.66%
Financial Services 4.11%
Basic Materials 2.21%
Real Estate 0.00%
Communication Services 0.00%
Utilities 0.00%
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