Mutual Funds - Profile

Congress Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

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

The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.

The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.

The fund favors companies with a history of More

Price

  • Last Close
  • $29
    +0.41
  • 52 Week HL
  • $33.51 - $24.93
  • Net Assets
  • $6200 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Williams-Sonoma, Inc. 3.7
Generac Holdings 3.2
Zebra Technologies 3.1
Diodes Incorporated 3.1
Entegris, Inc 3.0
Company Holding
Horizon Therapeutics 3.0
Charles River 2.9
Monolithic Power 2.8
Mettler-Toledo International 2.8
Fortinet, Inc 2.8
Total 30.4%

Manager

  • Name
  • Todd Solomon
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-12.4 % YTD

  • 3 Year
  • 27.06%
  • 5 Year
  • 53.84%
  • Best
  • 35.89%
    2013
  • Worst
  • -12.43%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
IMIDX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -13.7% 7.5% -20% 17.4% 0.7% 6.8% 3.7% 4.3% 1.4% 9.4% -
Q2 - 7.9% 26% 3.3% 3% 2.8% 3.3% -0.5% 0.7% 4.7% -
Q3 - 9.7% 10.1% -0.8% 7% 2.1% 1.4% -7.7% 0.4% 9.3% -
Q4 - -3.4% 15.1% 3.4% -12.1% 2.8% 4.4% 4.4% 8.7% 8.6% -

Returns +
M

J F M A M J J A S O N D
2022 -13.7% - - - - - - - - - - -
2021 0.1% 3.5% 3.8% 4.4% -0.7% 4.1% 4.4% 4.2% 0.8% 2.4% -1.4% -10.2%

Annual
Return

Index Comparison

Alpha

NAV