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Congress Large Cap Growth Institutional (CMLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.75+0.78 (+1.73%)
At close: 08:00PM EDT

Congress Large Cap Growth Institutional

Milwaukee, WI 53201-0701

P.O. Box 701

c/o U.S. Bancorp Fund Services, LLC

( 888 ) 688-1299
Management Information
Daniel A. Lagan,Lead Manager since March 30, 2009
Daniel Lagan is a Chartered Financial Analyst charter holder. Since July 1999, Mr. Lagan has served as President of, and as a Portfolio Manager for Congress Asset Management Company, LLP. From August 1989 to June 1999, Mr. Lagan served as Executive Vice President and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in 1989, Mr. Lagan served as an auditor for PricewaterhouseCoopers. Mr. Lagan holds a Bachelor of Arts degree in Accounting from St. Michael’s College and a Masters of Business Administration degree in Finance from Boston College.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyCongress
Net Assets493.91M
YTD Return5.01%
Yield0.41%
Morningstar Rating★★★★
Inception DateMar 30, 2009

Fund Operations

Last Dividend0.18
Last Cap Gain52.00
Holdings Turnover22.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCMLIXCategory Average
Annual Report Expense Ratio (net)0.69%0.95%
Prospectus Net Expense Ratio0.69%N/A
Prospectus Gross Expense Ratio0.69%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A