Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.292.867.2618.800.44
    Category Average5.61-0.075.8824.831.94
    Assets for Each Yr*0.790.791.001.351.38
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.44 7.63 11.58

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,382 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 100.00 1.08 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Cintas Corp* Industrials 17.34 2.47
    PVH Corp* Consumer Cyclical 13.07 2.31
    Burlington Stores Inc* Consumer Defensive 12.66 2.21
    Lamb Weston Holdings Inc* Consumer Defensive 18.99 2.13
    Paycom Software Inc* Technology 28.87 2.07
    Copart Inc* Consumer Cyclical 25.19 2.03
    Cambrex Corp* Healthcare -0.42 2.01
    Texas Roadhouse Inc* Consumer Cyclical 12.85 1.97
    STERIS PLC* Healthcare 18.63 1.88
    Monolithic Power Systems Inc* Technology 15.02 1.86
    Synopsys Inc* Technology 4.70 1.85
    Carter's Inc* Consumer Cyclical -4.89 1.85
    McCormick & Co Inc Non-Voting* Consumer Defensive 1.53 1.83
    Lennox International Inc* Industrials -1.87 1.82
    Avery Dennison Corp* Industrials -4.62 1.82
    The Cooper Companies Inc* Healthcare 7.10 1.82
    Jack Henry & Associates Inc* Industrials 4.98 1.81
    SS&C Technologies Holdings Inc* Technology 23.49 1.79
    Raymond James Financial Inc* Financial Services 11.48 1.78
    Charles River Laboratories Inter* Healthcare -3.22 1.77

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 14.20
    Congress Small Cap G Alexander L. Thorndi 9.60
    Congress Mid Cap Gro Todd W. Solomon 4.80
    Congress SMid Core O Matthew T. Lagan 3.10

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress SMid Core O Matthew T. Lagan 3.10
    Congress Mid Cap Gro Todd W. Solomon 4.80
    Congress Small Cap G Alexander L. Thorndi 9.60
    Congress Large Cap G Alexander L. Thorndi 14.20