Congress Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 34.8 6.3 2.9 7.3 20.2
Category Average 38.4 5.6 -0.1 5.9 24.2
Assets for Each Yr* 0.7 0.8 0.8 1.0 1.4
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 20.20 10.03 14.01

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,363 $2,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 100.00 1.03 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 2
0 0 2
0 0 1
Asset Allocation %
Cash 1.6
Stocks 98.4
Bonds 0.0
Other 0.0
Annual Turnover % 28
% Assets in Top 10 19.3
 
Sector Breakdown (% of stocks) 
Sensitive 43.9
Communication Services 1.9
Energy 0.3
Industrials 17.8
Technology 23.9
Cyclical 35.3
Basic Materials 4.4
Consumer Cyclical 18.2
Financial Services 9.4
Real Estate 3.3
Defensive 20.9
Consumer Defensives 5.0
Healthcare 15.9
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  IPG Photonics Corp Technology 110.78 2.21
  Cognex Corp Technology 92.20 2.14
  Charles River Laboratories International Inc* Healthcare 41.86 2.03
  PVH Corp* Consumer Cyclical 48.66 1.98
  Synopsys Inc Technology 49.27 1.90
  Cintas Corp* Industrials 38.13 1.87
  ResMed Inc* Healthcare 39.65 1.83
  JB Hunt Transport Services Inc* Industrials 16.71 1.79
  McCormick & Co Inc Non-Voting* Consumer Defensive 10.19 1.79
  Avery Dennison Corp* Industrials 67.57 1.78
  Mettler-Toledo International Inc* Healthcare 52.89 1.78
  Hasbro Inc* Consumer Cyclical 23.78 1.78
  The Cooper Companies Inc* Healthcare 31.12 1.77
  Henry Schein Inc* Healthcare -7.51 1.77
  Cambrex Corp Healthcare -6.49 1.77
  Pool Corp Consumer Cyclical 26.10 1.76
  Monolithic Power Systems Inc Technology 37.98 1.75
  Carter's Inc Consumer Cyclical 32.39 1.74
  Equifax Inc* Industrials 2.40 1.74
  Masco Corp* Basic Materials 35.09 1.73
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Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Congress Large Cap Growth Institutional Alexander L. Thorndike 14
Congress Small Cap Growth Institutional Alexander L. Thorndike 9
Congress Large Cap Growth Retail Daniel A. Lagan 5
Congress Mid Cap Growth Institutional Todd W. Solomon 4
Congress All Cap Opportunity Instl Matthew T. Lagan 3

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Congress All Cap Opportunity Instl Matthew T. Lagan 3
Congress Mid Cap Growth Institutional Todd W. Solomon 4
Congress Large Cap Growth Retail Daniel A. Lagan 5
Congress Small Cap Growth Institutional Alexander L. Thorndike 9
Congress Large Cap Growth Institutional Alexander L. Thorndike 14
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