Congress Mid Cap Growth Fund Institutional Class (IMIDX)

Fund Assets	380.25M
Expense Ratio	0.82%
Min. Investment	$100,000
Turnover	57.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 10, 2025

Previous Close	21.87
YTD Return	14.86%
1-Year Return	9.04%
5-Year Return	-0.77%
52-Week Low	18.57
52-Week High	23.89
Beta (5Y)	1.04
Holdings	39
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.

• Fund Family: Congress
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IMIDX
• Share Class: Institutional Class
• Index: Russell MidCap Growth TR

Performance

IMIDX had a total return of 9.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.24%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CMIDX	Retail Class	1.08%

Top 10 Holdings

65.68% of assets

Name	Symbol	Weight
Casey's General Stores, Inc.	CASY	9.37%
Monolithic Power Systems, Inc.	MPWR	9.10%
Curtiss-Wright Corporation	CW	7.87%
Crane Company	CR	7.07%
Raymond James Financial, Inc.	RJF	6.74%
Tapestry, Inc.	TPR	6.08%
EMCOR Group, Inc.	EME	5.98%
Viking Holdings Ltd	VIK	5.22%
nVent Electric plc	NVT	4.91%
Cloudflare, Inc.	NET	3.35%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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