Congress Asset Management Collective Investment Trust - Small Cap Growth Cit fund (CGCALX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

14.70

+0.15 (1.03%)

Oct 15, 2026, 4:00 PM EST

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	14.55
YTD Return	9.45%
1-Year Return	5.00%
5-Year Return	n/a
52-Week Low	12.76
52-Week High	16.08
Beta (5Y)	1.24
Holdings	n/a
Inception Date	n/a

About CGCALX

The Congress Small Growth Fund Founder Class is a mutual fund focused on the growth segment of small-cap U.S. companies. Its primary objective is to maximize long-term capital appreciation by investing in a concentrated portfolio of what the managers consider their best ideas among small-cap stocks. The fund emphasizes active stock selection, with a high active share compared to its benchmark, and typically holds around 40 equities across multiple sectors. Notable allocations include information technology, healthcare, consumer discretionary, and industrials, reflecting a diversified approach within the small-cap growth universe. Portfolio characteristics often feature above-average earnings growth rates, return on equity, and a focus on companies with manageable debt levels. By targeting dynamic and innovative businesses with strong growth prospects, the fund seeks to capitalize on opportunities presented by emerging leaders in the small-cap space, playing a significant role for investors aiming to enhance growth potential within a broader asset allocation strategy.

Stock Exchange Nasdaq

Ticker Symbol CGCALX

Performance

CGCALX had a total return of 5.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.43%.