Congress Mid Cap Growth Fund Institutional Class
IMIDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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7-Day Total Return
30-Day Total Return
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90-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
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52-Week High
Company Information
Provider
Congress
Manager/Tenure
(Years)
(Years)
Gregg A. O’Keefe (11), Daniel A. Lagan (0)
Address
Congress
Boston MA - 2210
Boston MA - 2210
Country
United States
Phone Number
888-688-1299
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.