Mutual Funds - Profile

Congress Small Cap Growth Fund

US > Small-Cap > Growth

Rank

Universe Rank
465 2

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies that have a track record of growth or growth potential.

According to the team, companies with the potential for superior growth may have characteristics such as new products, technologies, distribution channels, strong industry or market positions.

In addition, the team prefers companies More

Price

  • Last Close
  • $47.08
    -0.73
  • 52 Week HL
  • $48.4 - $28.59
  • Net Assets
  • $281 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Saia, Inc. 4.0
InMode Ltd. 3.9
Medpace Holdings, 3.4
Lantheus Holdings 3.4
Boot Barn 3.3
Company Holding
Fox Factory 3.1
Progyny, Inc. 2.8
Power Integrations, 2.8
Novanta Inc 2.8
Valmont Industries, 2.8
Total 32.3%

Manager

  • Name
  • Alexander L. Thorndike
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
31.3 % YTD

  • 3 Year
  • 76.89%
  • 5 Year
  • 146.49%
  • Best
  • 50.65%
    2000
  • Worst
  • -39.3%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CSMCX 4%34%28%-10%21%10%-2%5%42%14%-4%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 11.2% -18.6% 14.4% 3.4% 7.5% -6.6% 10.5% 1% 10.8% 13% -
Q2 9.9% 26.9% 4.6% 9.1% 3.4% 1.6% 3.5% - 2.5% -5.3% -
Q3 4.4% 7.1% -2.6% 12.7% 5.4% 6% -14% -6.4% 9% 4.5% -
Q4 3% 16.9% -1.7% -17.3% 3.9% 2.4% 2.8% 5.3% 10.4% -0.3% -

Returns +
M

J F M A M J J A S O N D
2021 1% 7.8% 2.1% 6.5% 0.3% 3% 1.9% 3.4% -0.9% 3% - -
2020 3.1% -7.5% -14.7% 11.2% 9.4% 4.3% 7.6% 2% -2.4% -1.5% 14.9% 3.3%

Annual Return

Index Comparison

Alpha

NAV