Congress Large Cap Growth Fund Institutional Class
CMLIX
NASDAQ
| Weiss Ratings | CMLIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CMLIX-NASDAQ | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Daniel A. Lagan (17), Matthew T. Lagan (4) | |||
| Website | http://www.congressasset.com/funds | |||
| Fund Information | CMLIX-NASDAQ | Click to Compare |
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| Fund Name | Congress Large Cap Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 15, 1928 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CMLIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CMLIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.67% | |||
| Asset Allocation | CMLIX-NASDAQ | Click to Compare |
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| Cash | 0.45% | |||
| Stock | 99.55% | |||
| U.S. Stock | 96.57% | |||
| Non-U.S. Stock | 2.98% | |||
| 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 | CMLIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.61% | |||
| 30-Day Total Return | -4.65% | |||
| 60-Day Total Return | -3.05% | |||
| 90-Day Total Return | -5.11% | |||
| Year to Date Total Return | 3.69% | |||
| 1-Year Total Return | 2.20% | |||
| 2-Year Total Return | 19.74% | |||
| 3-Year Total Return | 54.79% | |||
| 5-Year Total Return | 43.16% | |||
| Price | CMLIX-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 | CMLIX-NASDAQ | Click to Compare |
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| Nav | $51.02 | |||
| 1-Month Low NAV | $50.43 | |||
| 1-Month High NAV | $54.45 | |||
| 52-Week Low NAV | $43.94 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $54.45 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | CMLIX-NASDAQ | Click to Compare |
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| Beta | 1.11 | |||
| Standard Deviation | 14.22 | |||
| Balance Sheet | CMLIX-NASDAQ | Click to Compare |
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| Total Assets | 561.49M | |||
| Operating Ratios | CMLIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.66% | |||
| Turnover Ratio | 22.00% | |||
| Performance | CMLIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.40% | |||
| Last Bear Market Total Return | -17.57% | |||