Nasdaq - Delayed Quote USD

Congress Small Cap Growth Institutional (CSMCX)

49.13 +1.00 (+2.08%)
At close: 8:01:41 p.m. EST

Top 10 Holdings (29.88% of Total Assets)

SymbolCompany% Assets
SFM
Sprouts Farmers Market, Inc. 3.18%
CSWI
CSW Industrials, Inc. 3.07%
KNF
Knife River Corporation 3.05%
STRL
Sterling Infrastructure, Inc. 3.04%
OLLI
Ollie's Bargain Outlet Holdings, Inc. 3.04%
IDCC
InterDigital, Inc. 2.98%
VCEL
Vericel Corporation 2.96%
LGND
Ligand Pharmaceuticals Incorporated 2.88%
BOOT
Boot Barn Holdings, Inc. 2.86%
LMAT
LeMaitre Vascular, Inc. 2.83%
Get Quotes for Top Holdings

Sector Weightings

SectorCSMCX
Technology   22.40%
Industrials   19.65%
Healthcare   18.84%
Consumer Defensive   11.37%
Consumer Cyclical   9.04%
Financial Services   6.75%
Basic Materials   5.35%
Energy   4.27%
Communication Services   2.33%
Real Estate   0.00%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 0.83%
Stocks 99.16%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average CSMCX Category Average
Price/Earnings 0.04 34.63
Price/Book 0.25 5.39
Price/Sales 0.34 3.86
Price/Cashflow 0.05 22.99
Median Market Cap 4,507.02 5,964.6
3 Year Earnings Growth 16.44 15.48

Bond Holdings

Performance & Risk

YTD Return 4.52%
5y Average Return 15.22%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Congress
Net Assets 1.3B
YTD Return 18.65%
Yield 0.00%
Morningstar Rating
Inception Date Feb 24, 2000

Fund Summary

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.

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