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Congress Small Cap Growth Institutional (CSMCX)

55.30 +0.34 (+0.62%)
At close: 8:10:11 AM EST
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  • Previous Close 54.96
  • YTD Return 11.95%
  • Expense Ratio 1.01%
  • Category Small Growth
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 2B
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.29
  • 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

2B

Net Assets

1999-12-09

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Growth.

YTD Return

CSMCX
11.95%
Category
12.40%

1-Year Return

CSMCX
7.78%
Category
55.69%

3-Year Return

CSMCX
15.20%
Category
19.34%

5-Year Return

CSMCX
6.90%
Category
20.72%

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