Congress Mid Cap Growth Fund Retail Class
CMIDX
NASDAQ
| Weiss Ratings | CMIDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CMIDX-NASDAQ | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Gregg A. O’Keefe (11), Daniel A. Lagan (0) | |||
| Website | http://www.congressasset.com/funds | |||
| Fund Information | CMIDX-NASDAQ | Click to Compare |
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| Fund Name | Congress Mid Cap Growth Fund Retail Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 31, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CMIDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CMIDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.47% | |||
| Asset Allocation | CMIDX-NASDAQ | Click to Compare |
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| Cash | 1.45% | |||
| Stock | 98.55% | |||
| U.S. Stock | 88.56% | |||
| Non-U.S. Stock | 9.99% | |||
| 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 | CMIDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.41% | |||
| 30-Day Total Return | 1.31% | |||
| 60-Day Total Return | 1.91% | |||
| 90-Day Total Return | 3.71% | |||
| Year to Date Total Return | 1.96% | |||
| 1-Year Total Return | 0.88% | |||
| 2-Year Total Return | 17.38% | |||
| 3-Year Total Return | 31.69% | |||
| 5-Year Total Return | 36.37% | |||
| Price | CMIDX-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 | CMIDX-NASDAQ | Click to Compare |
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| Nav | $22.34 | |||
| 1-Month Low NAV | $21.93 | |||
| 1-Month High NAV | $22.73 | |||
| 52-Week Low NAV | $17.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.85 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | CMIDX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 17.11 | |||
| Balance Sheet | CMIDX-NASDAQ | Click to Compare |
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| Total Assets | 704.70M | |||
| Operating Ratios | CMIDX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 49.00% | |||
| Performance | CMIDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.55% | |||
| Last Bear Market Total Return | -17.55% | |||