Congress Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 6.3 2.9 7.3 18.8 3.2
Category Average 5.6 -0.1 5.9 24.8 6.9
Assets for Each Yr* 0.8 0.8 1.0 1.3 1.4
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 3.20 7.71 11.70

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,417 $2,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.7 100.00 1.08 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 1
0 0 2
0 0 1
Asset Allocation %
Cash 1.2
Stocks 98.8
Bonds 0.0
Other 0.0
Annual Turnover % 30
% Assets in Top 10 20.9
 
Sector Breakdown (% of stocks) 
Sensitive 46.2
Communication Services 0.6
Energy 0.3
Industrials 21.2
Technology 24.2
Cyclical 27.8
Basic Materials 2.6
Consumer Cyclical 17.7
Financial Services 7.1
Real Estate 0.4
Defensive 26.0
Consumer Defensives 9.7
Healthcare 16.3
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Cintas Corp* Industrials 30.64 2.63
  Burlington Stores Inc Consumer Defensive 25.70 2.40
  Lamb Weston Holdings Inc Consumer Defensive 25.43 2.18
  PVH Corp* Consumer Cyclical 12.61 2.12
  STERIS PLC* Healthcare 28.71 2.04
  Carter's Inc Consumer Cyclical 0.53 1.96
  Jack Henry & Associates Inc* Industrials 16.83 1.94
  Pool Corp Consumer Cyclical 23.08 1.88
  Charles River Laboratories International Inc* Healthcare 13.54 1.87
  Lennox International Inc* Industrials 4.38 1.84
  Old Dominion Freight Lines Inc* Industrials 13.54 1.79
  Avery Dennison Corp* Industrials -8.65 1.73
  First Republic Bank Financial Services 14.74 1.71
  Paycom Software Inc Technology 39.13 1.70
  Barnes Group Inc Industrials -1.58 1.60
  Qualys Inc Technology 63.52 1.59
  Cognex Corp Technology -26.36 1.58
  Mettler-Toledo International Inc* Healthcare -2.74 1.54
  Snap-on Inc* Industrials 0.62 1.48
  MKS Instruments Inc Technology 7.70 1.42
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Best 5-Year Relative Performance | More
07-20-18

Worst 5-Year Relative Performance | More
07-20-18

Lowest Expenses | More
07-20-18

Highest Expenses | More
07-20-18

Longest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Congress Large Cap Growth Institutional Alexander L. Thorndike 14
Congress Small Cap Growth Institutional Alexander L. Thorndike 10
Congress Mid Cap Growth Institutional Todd W. Solomon 5
Congress SMid Core Opportunity Instl Matthew T. Lagan 3

Shortest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Congress SMid Core Opportunity Instl Matthew T. Lagan 3
Congress Mid Cap Growth Institutional Todd W. Solomon 5
Congress Small Cap Growth Institutional Alexander L. Thorndike 10
Congress Large Cap Growth Institutional Alexander L. Thorndike 14
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