Congress Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 6.3 2.9 7.3 18.8 11.4
Category Average 5.6 -0.1 5.9 24.8 14.1
Assets for Each Yr* 0.8 0.8 1.0 1.3 1.5
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 11.35 14.03 11.33

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,514 $2,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 100.00 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 2.0
Stocks 98.0
Bonds 0.0
Other 0.0
Annual Turnover % 30
% Assets in Top 10 13.7
 
Sector Breakdown (% of stocks) 
Sensitive 48.2
Communication Services 0.6
Energy 0.2
Industrials 23.4
Technology 24.0
Cyclical 25.5
Basic Materials 2.7
Consumer Cyclical 15.4
Financial Services 7.0
Real Estate 0.4
Defensive 26.3
Consumer Defensives 9.6
Healthcare 16.7
Utilities 0.0

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

  Sector YTD Return % % Net Assets  
  Lamb Weston Holdings Inc Consumer Defensive 28.79 1.98
  ResMed Inc* Healthcare 21.51 1.91
  Barnes Group Inc Industrials -1.07 1.81
  Raymond James Financial Inc* Financial Services -0.54 1.67
  International Flavors & Fragrances Inc* Basic Materials -11.71 1.47
  Visa Inc Class A* Financial Services 17.84 1.25
  Adobe Inc* Technology 36.24 1.11
  Microsoft Corp* Technology 25.30 1.07
  Moody's Corporation Financial Services 4.76 0.75
  Alphabet Inc A* Technology 3.55 0.67
  Alphabet Inc Class C* Technology 3.15 0.62
  Charles Schwab Corp* Financial Services -5.66 0.61
  Abbott Laboratories* Healthcare 21.29 0.47
  Equinix Inc* RealEstate -10.89 0.41
  Zoetis Inc Class A* Healthcare 21.29 0.36
  UnitedHealth Group Inc* Healthcare 17.79 0.25
  Vertex Pharmaceuticals Inc* Healthcare 17.25 0.25
  PepsiCo Inc* Consumer Defensive -10.17 0.23
  Integrated Device Technology Inc Technology 56.44 0.21
  Intuitive Surgical Inc* Healthcare 39.26 0.21
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Best 5-Year Relative Performance | More
10-17-18

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

Lowest Expenses | More
10-17-18

Highest Expenses | More
10-17-18

Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Congress Large Cap Growth Institutional Alexander L. Thorndike 15
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 4

Shortest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Congress SMid Core Opportunity Instl Matthew T. Lagan 4
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 15
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