Congress Mid Cap Growth Fund Retail Class
CMIDX
NASDAQ
| Weiss Ratings | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.91% | |||
| Stock | 99.10% | |||
| U.S. Stock | 91.47% | |||
| Non-U.S. Stock | 7.63% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.26% | |||
| 30-Day Total Return | 0.92% | |||
| 60-Day Total Return | 4.45% | |||
| 90-Day Total Return | 6.08% | |||
| Year to Date Total Return | -0.50% | |||
| 1-Year Total Return | 4.50% | |||
| 2-Year Total Return | 7.29% | |||
| 3-Year Total Return | 10.51% | |||
| 5-Year Total Return | 35.71% | |||
| Price | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $21.80 | |||
| 1-Month Low NAV | $21.32 | |||
| 1-Month High NAV | $22.20 | |||
| 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 |
Click to Compare |
Click to Compare |
| Beta | 0.84 | |||
| Standard Deviation | 17.46 | |||
| Balance Sheet | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 731.44M | |||
| Operating Ratios | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.05% | |||
| Turnover Ratio | 49.00% | |||
| Performance | CMIDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.55% | |||
| Last Bear Market Total Return | -17.55% | |||