About CAMLX
Congress Large Cap Growth Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies with strong growth prospects. The fund typically maintains a concentrated portfolio of 35 to 50 holdings, selecting companies based on positive revenue and earnings growth, robust profitability, and strong competitive positions within expanding industries. Its investment approach emphasizes fundamental analysis, targeting firms with established profit margins, prudent management, and effective use of debt. The fund is heavily weighted towards sectors such as technology, consumer discretionary, healthcare, and communication services, featuring major holdings like Apple, Microsoft, Amazon, and NVIDIA. Congress Large Cap Growth Fund aims to deliver consistent risk-adjusted returns with risk metrics, such as standard deviation and beta, generally at or below broad market benchmarks. This strategic focus positions the fund as a prominent choice for investors seeking exposure to leading U.S. growth companies within the large-cap segment of the equity market.
Fund Family Congress
Category Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CAMLX
Share Class Retail Class
Index Russell 1000 Growth TR
CAMLX had a total return of 8.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.89%.
