Congress Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return6.292.867.2618.8011.95
    Category Average5.61-0.075.8824.8314.72
    Assets for Each Yr*0.790.791.001.351.53
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 11.95 12.51 12.53

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,529 mil $2,000 0.00 100.00
    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.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Copart Inc* Consumer Cyclical 28.69 2.31
    Lamb Weston Holdings Inc* Consumer Defensive 16.62 1.99
    Raymond James Financial Inc* Financial Services 5.90 1.67
    McCormick & Co Inc Non-Voting* Consumer Defensive 28.48 1.63
    Xylem Inc* Industrials 20.19 1.49
    International Flavors & Fragranc* Basic Materials -8.99 1.36
    Adobe Systems Inc* Technology 51.15 1.07
    Microsoft Corp* Technology 32.06 1.04
    BorgWarner Inc* Consumer Cyclical -10.67 0.52
    AbbVie Inc* Healthcare -3.16 0.52
    Abbott Laboratories* Healthcare 21.50 0.43
    Costco Wholesale Corp* Consumer Defensive 26.53 0.41
    Rockwell Automation Inc* Industrials 0.49 0.36
    Inogen Inc* Healthcare 114.96 0.31
    Clorox Co* Consumer Defensive 3.15 0.28
    Stryker Corp* Healthcare 12.68 0.27
    UnitedHealth Group Inc* Healthcare 21.51 0.25
    Integrated Device Technology Inc* Technology 58.76 0.19
    The Trade Desk Inc A* Technology 216.75 0.17
    j2 Global Inc* Technology 9.67 0.15

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 14.60
    Congress Small Cap G Alexander L. Thorndi 9.90
    Congress Mid Cap Gro Todd W. Solomon 5.20
    Congress SMid Core O Matthew T. Lagan 3.40

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress SMid Core O Matthew T. Lagan 3.40
    Congress Mid Cap Gro Todd W. Solomon 5.20
    Congress Small Cap G Alexander L. Thorndi 9.90
    Congress Large Cap G Alexander L. Thorndi 14.60