Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.41--
    Category Average-0.065.8824.82-5.635.73
    Assets for Each Yr*0.760.981.321.281.28
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.41 7.09 6.10

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,277 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 100.00 1.01 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Keysight Technologies Inc* Technology 12.08 2.07
    The Cooper Companies Inc* Healthcare 5.96 2.00
    Lennox International Inc* Industrials 2.97 1.97
    Charles River Laboratories Inter* Healthcare 5.33 1.78
    Mettler-Toledo International Inc* Healthcare 6.46 1.66
    Raymond James Financial Inc* Financial Services 9.66 1.61
    Xylem Inc* Industrials 6.73 1.57
    Amazon.com Inc* Consumer Cyclical 12.93 1.22
    Microsoft Corp* Technology 6.05 1.12
    Moody's Corporation* Financial Services 13.82 0.75
    The Home Depot Inc* Consumer Cyclical 4.52 0.70
    Charles Schwab Corp* Financial Services 15.53 0.62
    The Estee Lauder Companies Inc C* Consumer Defensive -1.97 0.37
    Zoetis Inc Class A* Healthcare -0.92 0.36
    UnitedHealth Group Inc* Healthcare 6.58 0.35
    Stryker Corp* Healthcare 6.89 0.30
    PayPal Holdings Inc* Financial Services 8.36 0.30
    VF Corp* Consumer Cyclical 15.42 0.27
    Intuitive Surgical Inc* Healthcare 13.29 0.26
    Xilinx Inc* Technology 9.80 0.24

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  
    Congress Large Cap Growth In 0.74 --
    Congress Mid Cap Growth Inst 0.83 --
    Congress Small Cap Growth In 1.08 --

    Highest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  
    Congress Small Cap Growth In 1.08 --
    Congress Mid Cap Growth Inst 0.83 --
    Congress Large Cap Growth In 0.74 --

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 14.90
    Congress Small Cap G Alexander L. Thorndi 10.20
    Congress Mid Cap Gro Todd W. Solomon 5.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 5.50
    Congress Small Cap G Alexander L. Thorndi 10.20
    Congress Large Cap G Alexander L. Thorndi 14.90