Congress Small Cap Growth Fund Institutional Class (CSMCX)

Fund Assets	2.00B
Expense Ratio	1.026%
Min. Investment	$100,000
Turnover	34.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2025

Previous Close	54.40
YTD Return	10.13%
1-Year Return	6.50%
5-Year Return	34.97%
52-Week Low	46.76
52-Week High	59.05
Beta (5Y)	1.15
Holdings	43
Inception Date	Dec 9, 1999

About CSMCX

The Congress Small Cap Growth Fund Institutional Class is a mutual fund focused on long-term capital growth by investing primarily in small-cap companies with strong growth potential. The fund targets firms that exhibit consistently higher profitability levels relative to their industry peers. Its portfolio is diversified across sectors including technology, healthcare, consumer defensive, industrials, and materials, with investments concentrated in companies characterized by innovative business models and growth attributes. With an institutional share class, the fund typically requires a higher minimum initial investment and is designed for investors seeking exposure to the small-cap growth segment of the equity market. The fund's strategy involves active management aimed at optimizing long-term performance through a concentrated selection of best-idea stocks. It maintains a notable allocation to sectors such as technology and industrials, reflecting a dynamic approach to capturing opportunities in emerging growth companies. The fund is recognized for its rigorous investment process and risk-adjusted performance record within the small growth category.

• Fund Family: Congress
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CSMCX
• Share Class: Institutional Class
• Index: Russell 2000 Growth TR

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 11.92%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CSMVX	Retail Class	1.26%

Top 10 Holdings

33.53% of assets

Name	Symbol	Weight
Ligand Pharmaceuticals Incorporated	LGND	3.74%
Brinker International, Inc.	EAT	3.51%
TG Therapeutics, Inc.	TGTX	3.44%
Moog Inc.	MOG.A	3.44%
Repligen Corporation	RGEN	3.40%
InterDigital, Inc.	IDCC	3.27%
JFrog Ltd.	FROG	3.26%
IMAX Corporation	IMAX	3.25%
UFP Technologies, Inc.	UFPT	3.13%
Sensient Technologies Corporation	SXT	3.09%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2025	$1.1411	Dec 15, 2025
Dec 14, 2021	$6.81081	Dec 14, 2021
Dec 9, 2020	$2.5715	Dec 9, 2020
Dec 11, 2019	$2.27885	Dec 11, 2019
Dec 12, 2018	$2.45423	Dec 12, 2018
Oct 31, 2017	$2.99616	Oct 31, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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