Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.4124.37
    Category Average-0.065.8824.82-5.6325.85
    Assets for Each Yr*0.760.981.321.281.49
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 24.37 13.09 11.06

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,491 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
    08-23-19

      Sector YTD Return % % Net Assets  
    Cintas Corp* Industrials 52.41 2.36
    Keysight Technologies Inc* Technology 50.10 2.22
    Generac Holdings Inc* Industrials 50.44 2.18
    Mettler-Toledo International Inc* Healthcare 13.66 2.08
    RBC Bearings Inc* Industrials 15.22 2.05
    Burlington Stores Inc* Consumer Defensive 6.94 1.97
    Steris PLC* Healthcare 39.58 1.97
    SS&C Technologies Holdings Inc* Technology 0.35 1.90
    Synopsys Inc* Technology 60.32 1.87
    Charles River Laboratories Inter* Healthcare 10.51 1.87
    Avery Dennison Corp* Industrials 24.48 1.83
    ResMed Inc* Healthcare 17.07 1.81
    Monolithic Power Systems Inc* Technology 28.09 1.79
    Five Below Inc* Consumer Cyclical 11.27 1.78
    Jack Henry & Associates Inc* Industrials 10.38 1.68
    Lamb Weston Holdings Inc* Consumer Defensive -6.20 1.57
    Raymond James Financial Inc* Financial Services 3.78 1.54
    Hyatt Hotels Corp* Consumer Cyclical 7.46 1.51
    Take-Two Interactive Software In* Technology 25.13 1.50
    Jazz Pharmaceuticals PLC* Healthcare 4.07 1.41

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    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
    08-23-19

    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
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 15.50
    Congress Small Cap G Alexander L. Thorndi 10.80
    Congress Mid Cap Gro Todd W. Solomon 6.10

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 6.10
    Congress Small Cap G Alexander L. Thorndi 10.80
    Congress Large Cap G Alexander L. Thorndi 15.50