Congress Large Cap Growth Fund Institutional Class (CMLIX)

Fund Assets	441.91M
Expense Ratio	0.68%
Min. Investment	$100,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	91.44%
Payout Frequency	Semi-Annual
Ex-Dividend Date	n/a

Previous Close	41.51
YTD Return	-10.81%
1-Year Return	7.29%
5-Year Return	93.95%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	44
Inception Date	Mar 1, 1928

About CMLIX

The Congress Large Cap Growth Fund Institutional Class (CMLIX) seeks to keep the Fund invested in companies with good long-term results and attractive valuations compared to the markets generally.

• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CMLIX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

CMLIX had a total return of 7.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.77%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VWUAX	Vanguard	Vanguard U.S. Growth Fund Admiral™ Shares	0.22%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CAMLX	Retail Class	0.93%

Top 10 Holdings

48.07% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	7.63%
Microsoft Corporation	MSFT	6.45%
Amazon.com, Inc.	AMZN	5.86%
NVIDIA Corporation	NVDA	5.16%
Visa Inc.	V	5.14%
Eli Lilly and Company	LLY	3.96%
Alphabet Inc.	GOOGL	3.80%
Costco Wholesale Corporation	COST	3.45%
O'Reilly Automotive, Inc.	ORLY	3.32%
The Home Depot, Inc.	HD	3.30%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 13, 2024	$2.78207	Dec 13, 2024
Dec 29, 2023	$0.03482	Dec 29, 2023
Dec 13, 2023	$1.41844	Dec 13, 2023
Dec 14, 2022	$1.33697	Dec 14, 2022
Dec 14, 2021	$4.5526	Dec 14, 2021
Dec 9, 2020	$3.29179	Dec 9, 2020