Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.4114.09
    Category Average-0.065.8824.82-5.6315.75
    Assets for Each Yr*0.760.981.321.281.42
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.09 11.16 9.09

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,422 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 100.00 1.01 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Five Below Inc* Consumer Cyclical 29.20 2.18
    STERIS Ltd* Healthcare 33.37 2.08
    Monolithic Power Systems Inc* Technology 12.13 2.06
    Burlington Stores Inc* Consumer Defensive 3.01 1.95
    The Cooper Companies Inc* Healthcare 27.54 1.92
    Generac Holdings Inc* Industrials 31.67 1.73
    PVH Corp* Consumer Cyclical -3.38 1.71
    Qualys Inc* Technology 16.59 1.71
    RBC Bearings Inc* Industrials 17.41 1.70
    Littelfuse Inc* Technology 2.15 1.68
    Xylem Inc* Industrials 22.26 1.65
    Visa Inc Class A* Financial Services 28.73 1.29
    Microsoft Corp* Technology 31.18 1.22
    American Tower Corp* Communication Services 32.69 0.75
    Moody's Corporation* Financial Services 38.07 0.74
    The Home Depot Inc* Consumer Cyclical 19.35 0.70
    Alphabet Inc A* Technology 4.41 0.67
    Cognizant Technology Solutions C* Technology -1.17 0.60
    Alphabet Inc Class C* Technology 5.13 0.59
    Costco Wholesale Corp* Consumer Defensive 28.09 0.44

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    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
    06-13-19

    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
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 15.30
    Congress Small Cap G Alexander L. Thorndi 10.60
    Congress Mid Cap Gro Todd W. Solomon 5.90

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 5.90
    Congress Small Cap G Alexander L. Thorndi 10.60
    Congress Large Cap G Alexander L. Thorndi 15.30