Congress Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 34.8 6.3 2.9 7.3 14.1
Category Average 38.4 5.6 -0.1 5.9 17.7
Assets for Each Yr* 0.7 0.8 0.8 1.0 1.3
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 14.13 10.21 12.44

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,303 $2,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 100.00 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 2.6
Stocks 97.4
Bonds 0.0
Other 0.0
Annual Turnover % 29
% Assets in Top 10 19.3
 
Sector Breakdown (% of stocks) 
Sensitive 43.9
Communication Services 1.3
Energy 0.2
Industrials 19.2
Technology 23.2
Cyclical 34.0
Basic Materials 5.0
Consumer Cyclical 17.5
Financial Services 8.6
Real Estate 2.9
Defensive 22.1
Consumer Defensives 5.1
Healthcare 17.0
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  IPG Photonics Corp Technology 105.65 2.21
  Cognex Corp Technology 92.10 2.14
  Charles River Laboratories International Inc* Healthcare 50.54 2.03
  PVH Corp* Consumer Cyclical 37.94 1.98
  Synopsys Inc Technology 41.32 1.90
  Cintas Corp* Industrials 30.81 1.87
  ResMed Inc* Healthcare 28.73 1.83
  JB Hunt Transport Services Inc* Industrials 8.31 1.79
  McCormick & Co Inc Non-Voting* Consumer Defensive 7.74 1.79
  Avery Dennison Corp* Industrials 45.00 1.78
  Mettler-Toledo International Inc* Healthcare 56.65 1.78
  Hasbro Inc* Consumer Cyclical 26.46 1.78
  The Cooper Companies Inc* Healthcare 34.82 1.77
  Henry Schein Inc* Healthcare 8.48 1.77
  Cambrex Corp Healthcare -2.69 1.77
  Pool Corp Consumer Cyclical 8.25 1.76
  Monolithic Power Systems Inc Technology 39.69 1.75
  Carter's Inc Consumer Cyclical 9.21 1.74
  Equifax Inc* Industrials -5.45 1.74
  Masco Corp* Basic Materials 23.55 1.73
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Best 5-Year Relative Performance | More
10-18-17

Worst 5-Year Relative Performance | More
10-18-17

Longest Manager Tenure | More
10-18-17

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 4
Congress Mid Cap Growth Institutional Todd W. Solomon 4
Congress All Cap Opportunity Instl Matthew T. Lagan 3

Shortest Manager Tenure | More
10-18-17

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