Congress Small Cap Growth Fund Institutional Class (CSMCX)
| Fund Assets | 718.53M |
| Expense Ratio | 1.00% |
| Min. Investment | $100,000 |
| 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 | 40.63 |
| YTD Return | -9.58% |
| 1-Year Return | 6.50% |
| 5-Year Return | 113.90% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 42 |
| Inception Date | Dec 9, 1999 |
About CSMCX
The Fund's investment strategy focuses on Small-Cap with 1.0% total expense ratio. The minimum amount to invest in Professionally Managed Portfolio: Congress Small Cap Growth Fund; Institutional Class Shares is $100,000 on a standard taxable account. Professionally Managed Portfolio: Congress Small Cap Growth Fund; Institutional Class Shares seeks long-term capital growth. Invests in a diversified portfolio of common and preferred stocks, and securities convertible into common stock, of smaller firms that exhibit attractive growth and valuation traits. These firms will be based in North America, including Bermuda.
Performance
CSMCX had a total return of 6.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.43%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| CSMVX | Retail Class | 1.25% |
Top 10 Holdings
29.93% of assets| Name | Symbol | Weight |
|---|---|---|
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 3.33% |
| InterDigital, Inc. | IDCC | 3.29% |
| Stride, Inc. | LRN | 3.10% |
| Commvault Systems, Inc. | CVLT | 3.01% |
| ACI Worldwide, Inc. | ACIW | 2.96% |
| Merit Medical Systems, Inc. | MMSI | 2.94% |
| Ligand Pharmaceuticals Incorporated | LGND | 2.93% |
| Prestige Consumer Healthcare Inc. | PBH | 2.80% |
| Knife River Corporation | KNF | 2.80% |
| Champion Homes, Inc. | SKY | 2.75% |