Congress Mid Cap Growth Fund Institutional Class (IMIDX)
| Fund Assets | 418.27M |
| Expense Ratio | 0.80% |
| Min. Investment | $100,000 |
| Turnover | 57.00% |
| Dividend (ttm) | 2.54 |
| Dividend Yield | 12.28% |
| Dividend Growth | -19.54% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 10, 2025 |
| Previous Close | 20.43 |
| YTD Return | 8.06% |
| 1-Year Return | 1.05% |
| 5-Year Return | 10.24% |
| 52-Week Low | 16.39 |
| 52-Week High | 21.13 |
| Beta (5Y) | 1.08 |
| Holdings | 35 |
| Inception Date | Oct 31, 2012 |
About IMIDX
Congress Mid Cap Growth Fund Institutional Class is an equity mutual fund designed to pursue long-term capital appreciation by investing primarily in mid-capitalization companies. The fund allocates at least 80% of its assets to equities within the mid-cap segment, focusing on firms that exhibit above-average earnings and revenue growth potential. Its portfolio is diversified across sectors such as industrials, technology, consumer cyclical, and health care, with a significant portion concentrated in its top holdings, reflecting a high-conviction approach. The fund typically maintains a moderate portfolio turnover and is managed with an institutional share class structure, catering to larger investors. With an expense ratio that is competitive within its peer group, Congress Mid Cap Growth Fund Institutional Class holds a distinct presence in the mid-cap growth category by blending rigorous company research with active risk management. This positions the fund as a key player for exposure to dynamic, mid-sized U.S. companies poised for growth within the broader equity market.
Performance
IMIDX had a total return of 1.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.53%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| CMIDX | Retail Class | 1.05% |
Top 10 Holdings
52.24% of assets| Name | Symbol | Weight |
|---|---|---|
| Penumbra, Inc. | PEN | 5.72% |
| Curtiss-Wright Corporation | CW | 5.36% |
| Raymond James Financial, Inc. | RJF | 5.34% |
| Casey's General Stores, Inc. | CASY | 5.31% |
| Crane Company | CR | 5.30% |
| EMCOR Group, Inc. | EME | 5.18% |
| Monolithic Power Systems, Inc. | MPWR | 5.14% |
| nVent Electric plc | NVT | 5.08% |
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 5.03% |
| Pure Storage, Inc. | PSTG | 4.79% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 10, 2025 | $2.53641 | Dec 15, 2025 |
| Dec 13, 2024 | $3.15226 | Dec 13, 2024 |
| Dec 13, 2023 | $1.54318 | Dec 13, 2023 |
| Dec 14, 2022 | $1.30914 | Dec 14, 2022 |
| Dec 14, 2021 | $4.0037 | Dec 14, 2021 |
| Dec 9, 2020 | $0.58441 | Dec 9, 2020 |