Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return34.796.292.867.2614.13
    Category Average38.395.61-0.075.8817.67
    Assets for Each Yr*0.750.790.791.001.30
    *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 mil $2,000 0.00 100.00
    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.

    Top 20 US Holdings | Get Price Quotes
    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 Inter* 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

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

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

    Lowest Expenses | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 13.60
    Congress Small Cap G Alexander L. Thorndi 9.00
    Congress Large Cap G Daniel A. Lagan 4.30
    Congress Mid Cap Gro Todd W. Solomon 4.30
    Congress All Cap Opp Matthew T. Lagan 2.50

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Congress All Cap Opp Matthew T. Lagan 2.50
    Congress Large Cap G Daniel A. Lagan 4.30
    Congress Mid Cap Gro Todd W. Solomon 4.30
    Congress Small Cap G Alexander L. Thorndi 9.00
    Congress Large Cap G Alexander L. Thorndi 13.60