Congress Mid Cap Growth Fund Institutional Class
IMIDX
NASDAQ
| Weiss Ratings | IMIDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | IMIDX-NASDAQ | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Gregg A. O’Keefe (12), Daniel A. Lagan (1) | |||
| Website | http://www.congressasset.com/funds | |||
| Fund Information | IMIDX-NASDAQ | Click to Compare |
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| Fund Name | Congress Mid Cap Growth Fund Institutional 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 | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | IMIDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | IMIDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.42% | |||
| Asset Allocation | IMIDX-NASDAQ | Click to Compare |
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| Cash | 1.92% | |||
| Stock | 98.08% | |||
| U.S. Stock | 91.67% | |||
| Non-U.S. Stock | 6.41% | |||
| 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 | IMIDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.82% | |||
| 30-Day Total Return | -2.29% | |||
| 60-Day Total Return | -0.91% | |||
| 90-Day Total Return | 1.08% | |||
| Year to Date Total Return | 2.40% | |||
| 1-Year Total Return | 11.93% | |||
| 2-Year Total Return | -4.96% | |||
| 3-Year Total Return | 10.94% | |||
| 5-Year Total Return | 2.51% | |||
| Price | IMIDX-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 | IMIDX-NASDAQ | Click to Compare |
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| Nav | $19.57 | |||
| 1-Month Low NAV | $18.57 | |||
| 1-Month High NAV | $20.28 | |||
| 52-Week Low NAV | $18.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.89 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | IMIDX-NASDAQ | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 14.91 | |||
| Balance Sheet | IMIDX-NASDAQ | Click to Compare |
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| Total Assets | 373.15M | |||
| Operating Ratios | IMIDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.82% | |||
| Turnover Ratio | 57.00% | |||
| Performance | IMIDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.72% | |||
| Last Bear Market Total Return | -17.49% | |||