Congress Small Cap Growth Fund Institutional Class
CSMCX
NASDAQ
| Weiss Ratings | CSMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CSMCX-NASDAQ | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Gregg A. O’Keefe (8), Daniel A. Lagan (1) | |||
| Website | http://www.congressasset.com/funds | |||
| Fund Information | CSMCX-NASDAQ | Click to Compare |
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| Fund Name | Congress Small Cap Growth Fund Institutional Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Dec 09, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CSMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.33% | |||
| Asset Allocation | CSMCX-NASDAQ | Click to Compare |
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| Cash | 2.21% | |||
| Stock | 97.79% | |||
| U.S. Stock | 94.43% | |||
| Non-U.S. Stock | 3.36% | |||
| 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 | CSMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.22% | |||
| 30-Day Total Return | -5.62% | |||
| 60-Day Total Return | -5.60% | |||
| 90-Day Total Return | -1.61% | |||
| Year to Date Total Return | -0.30% | |||
| 1-Year Total Return | 24.34% | |||
| 2-Year Total Return | 24.77% | |||
| 3-Year Total Return | 38.38% | |||
| 5-Year Total Return | 40.17% | |||
| Price | CSMCX-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 | CSMCX-NASDAQ | Click to Compare |
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| Nav | $48.64 | |||
| 1-Month Low NAV | $46.76 | |||
| 1-Month High NAV | $51.67 | |||
| 52-Week Low NAV | $37.18 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $54.14 | |||
| 52-Week High Price (Date) | Jan 21, 2026 | |||
| Beta / Standard Deviation | CSMCX-NASDAQ | Click to Compare |
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| Beta | 1.34 | |||
| Standard Deviation | 19.28 | |||
| Balance Sheet | CSMCX-NASDAQ | Click to Compare |
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| Total Assets | 1.77B | |||
| Operating Ratios | CSMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.01% | |||
| Turnover Ratio | 34.00% | |||
| Performance | CSMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 29.63% | |||
| Last Bear Market Total Return | -16.03% | |||