Congress Large Cap Growth Fund Retail Class
CAMLX
NASDAQ
| Weiss Ratings | CAMLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CAMLX-NASDAQ | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Daniel A. Lagan (16), Matthew T. Lagan (3) | |||
| Website | http://www.congressasset.com/funds | |||
| Fund Information | CAMLX-NASDAQ | Click to Compare |
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| Fund Name | Congress Large Cap Growth Fund Retail Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 31, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CAMLX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CAMLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.67% | |||
| Asset Allocation | CAMLX-NASDAQ | Click to Compare |
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| Cash | 0.98% | |||
| Stock | 99.01% | |||
| U.S. Stock | 98.37% | |||
| Non-U.S. Stock | 0.64% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CAMLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.91% | |||
| 30-Day Total Return | 2.34% | |||
| 60-Day Total Return | 3.77% | |||
| 90-Day Total Return | 6.95% | |||
| Year to Date Total Return | 11.92% | |||
| 1-Year Total Return | 14.55% | |||
| 2-Year Total Return | 51.38% | |||
| 3-Year Total Return | 90.40% | |||
| 5-Year Total Return | 81.85% | |||
| Price | CAMLX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CAMLX-NASDAQ | Click to Compare |
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| Nav | $51.98 | |||
| 1-Month Low NAV | $50.43 | |||
| 1-Month High NAV | $52.46 | |||
| 52-Week Low NAV | $38.66 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $52.46 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | CAMLX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 15.78 | |||
| Balance Sheet | CAMLX-NASDAQ | Click to Compare |
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| Total Assets | 583.15M | |||
| Operating Ratios | CAMLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.93% | |||
| Turnover Ratio | 19.00% | |||
| Performance | CAMLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.76% | |||
| Last Bear Market Total Return | -17.60% | |||